Confusion related to CDSL EasiEasiest

Brokers
1

Zerodha is my primary and oldest broker account.

After that I have opened two more brokers account 1. PayTMMoney and 2.Groww

When I started using easi I only had Zzerodha and I didn’t upgrade to Easiest as I didn’t need to and I was unaware about the purpose of that.

After that I linked two broker accounts using unit Miscellaneous - > Edit Grouping.

Now I need to move shares from PayTMMoney to Groww. But when I select PayTM as BO I cannot see all the necessary option I need to see.

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I tried to create another Easiest registration with PayTM and it says login exists.

In the meanwhile I tried to upgrade Zerodha BO from Easi to Easiest and didnt put any trusted BO ID there. And it says pending.

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I am not sure if I have messed up things a lot. But objectives are:

  1. Nothing to transfer to Zerodha neither anything from Zerodha.
  2. Transfer few shares from PayTM Money to Groww.

Please help me out.

2

Did you check out the following article?

Even though, it is specific to Zerodha, it can be applied to any DP (stock broker).

I don’t have an account with Zerodha. However, from Easi to Easiest, the migration may take upto 2 business days. Only in rare cases, you have to print the registration form and then send it to the DP.

Since Jan 1, 2024, some changes were done by CDSL. I don’t know if using “Trusted Accounts” are still necessary as there are some additional measure while transferring. See…

I am sure about one thing. You can not transfer using Easi facility. Also, “Grouping” is totally different from “Trusted Accounts”. Grouping doesn’t permit transfers. “Trusted Accounts” (in Easiest) does.

3

I already logged in using Zerodha - my question is do I need to create another login using another broker BO details ? I already tried that and it says login exists.

I feel like I need to delete linked BOs or deregister to achieve what I want to. But again not sure.

4

For each DP, you have to create a separate login credentials.

1 Like
5

Thanks a ton. Earlier I tried to register using same userid thats why it might say login exists.

With different username and trusted account(Groww) I registered for easiest for my PayTM account. Lets see how it goes.