How do I transfer shares from another Demat account to Upstox offline?

If you wish to transfer shares from your other CDSL/NSDL Demat Account to Upstox Demat Account, you will need to submit a DIS (delivery instruction slip) to your existing broker. It must be duly filled out and signed by all account holders.


Details to be furnished in the Delivery Instruction Slip (DIS):


Depository: CDSL

DP Name: UPSTOX SECURITIES PRIVATE LIMITED

Demat Id: ______________ (12081800 / 12081801)

Demat Account number (8 digit number): ___________ (Click here to know how to check your DP Account number)

Client/Beneficiary ID (16 digit number): _____________ (Combination of Demat ID and Demat Account number)

Security details: Scrip name, ISIN, and Quantity.


If your broker requests a Client Master Report (CMR), please refer the following link.

What is CMR and how to request for a CMR?


Note: Transfer of shares takes a minimum of 48 hours to be completed.


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