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 24 hours to be completed.
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