Step 1: Visit cdslindia.com and click on ‘Login.’

Step 2: Select the first option, and click ’ Login.’

Step 3: Select the second option, ‘Register for Easiest.’

Step 4: Enter your 8-digit DP ID and then client ID (details of the same are available under the ‘Profile’ tab of the Upstox Mobile app), then click ‘Continue.’

Step 5: Enter the OTP sent to your registered mobile number.

Step 6: Enter your details and security questions. Select ‘Trusted account’ as the Account type, allowing the transfer of securities from a BO account to any 4 CDSL Demat accounts.

Step 7: Upon successful registration, you will receive a confirmation message.Click 'OK.'

Step 8: Enter the 16-digit Demat details of the account where the shares need to be transferred and click ‘Submit.’

Step 9: After entering the details, OTP will be sent to your registered mobile number.

Step 10: You will receive a notification confirming the mapping request sent to your DP.

Step 11: Click on ‘Continue.’

Step 12: A list will be displayed of the Demat accounts you hold with other brokers. Select the account where you want to transfer the shares.

Note: If you have CDSL demat accounts with other brokers, consolidate them using this option as BO IDs are pre-approved. To add an existing CDSL demat account as a trusted account, choose the BO ID and proceed by clicking Continue. Alternatively, skip this step by clicking Continue without selecting the BO ID.

Step 13: You will receive a notification of successful registration.