Easi/Easiest User Guide – BOs

CONTENTS

1. Prologue
2. Frequently used Terms
3. Easi (Electronic Access to Securities Information)
a) Benefits of ‘easi’ to BOs
b) Facilities of ‘easi’ to BOs
c) Registration Procedure for ‘easi’
d) Various other facilities available in BO’s ‘easi’ login

4. Easiest (Electronic Access to Securities Information and

Execution of Secured Transaction)
a) Benefits of ‘easiest’ to BOs
b) Registration Procedure for ‘easiest’
c) Transfer options available to ‘easiest’ users
d) How to Transfer Shares from ‘easiest’ login
e) Various facilities available in BO’s ‘easiest’ login

5. Important Points to Note for ‘easiest’ users

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 Easi/Easiest User Guide – BOs

Prologue:

The evolution of the Indian capital market has seen several enhancements during the past few years and
this has been a result of innovative use of newer technologies. In the reduced settlement cycle era,
investors require updated demat account information at a much faster pace than ever before.

In order to assist a CDSL demat account holder to easily adapt to the fast reducing settlement cycle,
CDSL has introduced ‘easi’ (electronic access to securities information) and ‘easiest’ (electronic
access to securities information and execution of secured transaction), its Internet-enabled
services to empower a demat account holder in managing his securities ‘anytime-anywhere’ in an efficient
and convenient manner, all in a state-of-the-art secure environment.

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Facilitate

Frequently used Terms:

Easi Electronic Access to Securities Information

Easiest Electronic Access To Securities Information And Execution Of
Secured Transactions
DP Depository Participant
BO Beneficial Owner
BOID Beneficial Owner Identification Number
CM Clearing Member/ Broker
CM ID Clearing member Identification Number
DP ID Depository Participant Identification Number

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Easi (Electronic Access to Securities Information)

Easi (Electronic Access to Securities Information) is a convenient, easy to operate internet based facility,
which allows registered Demat Account Holders to access their demat account through internet to check
their demat account details anytime anywhere, through CDSL’s website www.cdslindia.com.

a) Benefits of ‘easi’ to BOs:

 Access to demat account information from anywhere, at anytime through Internet.

 Reduction in efforts, time spent and costs in –
o Obtaining information from DP
o Valuation of portfolio
o Searching for yesterday’s closing rates through the fine print of newspapers.
o With the updated information available through easi, a BO can make more effective decisions
about portfolio.
 This facility is provided at free of cost

b) Facilities of ‘easi’ to BOs:

 View/print details of current holdings and transactions for any 30 days in demat account.
 View/print the valuation of holdings in demat account based on the previous day’s closing price.
 View multiple demat accounts details through a single login ID.
 Monitoring corporate announcements related to the securities held in a demat account. A BO also
has an option to add upto 25 ISINs not held in demat account to monitor corporate
announcements for such ISINs.

c) Registration Procedure for ‘easi’:

A BO has to follow the procedure given below to register for ‘easi’:

• Logon to CDSL’s website www.cdslindia.com

• Click on ‘Login to – My easi’ link available under ‘Quick Links’ on homepage.

• Click on ‘To Register for Easi’ link

• Enter your 16 digits demat account number as login name

• Enter your complete PAN and first 04 digits of date of birth as password (DDMM)

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• Please read ‘Terms and Conditions’ and click on ‘I Agree’

• The system will ask you certain other details to enter like username, mobile no. security question
etc.

• On completion of the registration process, the system will ask you to change the password.

To login to your demat account, go to CDSL website www.cdslindia.com, click on “Login to - My easi”,
enter your username and password and click on “Login”.

d) Various Facilities available in BO’s ‘easi’ Login:

After registration, following various options will be available to BOs in their ‘easi’ login:

Account Details:

In this option:
The current demat account holdings is displayed
Total as well as ISIN wise Valuation of holdings is available. The valuation of holdings is available on the
basis of the last closing price on the exchange.
ISIN wise balance held in a demat account as well as transaction details are available
The facility of displaying ISINs with zero balances is also available
A BO can either download the holding statement as CSV or take the print out of the same.

Transactions:

The transaction inquiry (off-market, on-market and inter-depository) of any 30 days is available through
this option. A BO can either download the transaction statement as CSV or take the print out of the
same.

Corporate Announcements:

A BO can monitor corporate announcements for the securities held in demat account. He/she can also
add upto 25 ISINs not held in their demat account and wish to monitor the corporate announcement for
the same.
A BO can also register or deregister for email notification for corporate announcement.

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Miscellaneous:
Edit Profile:
There are two options available to the BO in ‘Edit Profile’ link.
1. A BO can modify the telephone number, email ID and security question registered for his/her
‘easi/easiest’ login
2. A BO can modify the contact information i.e. contact number, email ID recorded for his/her
demat account in CDSL system. To change/modify the contact information recorded for his/her
demat account in CDSL system:
- A BO can submit the request for modification from his/her ‘easi/easiest’ login.
- A BO will have to click on ‘Inform DP to change contact details in your demat account’ option
in ‘Edit Profile’ link. Enter the details and click on ‘Submit’.
- A BO will have to ask the DP to approve the same from their side to implement the change
request in the system.
- A BO who submits such change/modification request from his/her ‘easi/easiest’ login, need
not submit the modification form to his/her DP for the same.

Edit Groupings:
- It is a facility provided by CDSL wherein a BO can group additional demat accounts to his/her
‘easi/easiest’ login and view the holdings as well as transaction details of the grouped accounts
using a single login.
- A BO can group maximum 08 additional BOIDs to his/her login during registration or as and
when required.
- Grouping registration forms generated on grouping of accounts have to be signed by the account
holder(s) and submitted to the respective DP for authentication.
- On authentication by the DP, the grouped accounts will be activated and the user will be able to
view the grouped accounts through single login.
- Grouped accounts will have only easi (view ) rights irrespective of the rights of primary account
– i.e. easi or easiest.

Upgrade BOID to ‘easiest’:

A BO registered for ‘easi’; who wish to register for ‘easiest’ need to register through ‘Upgrade BOID to
easiest’ option available in their login. Further, the registration form generated on completion of the
registration process has to be submitted to the DP for authentication.
On authentication by DP, the BO’s login will be activated for ‘easiest’. The features and facilities provided
to the BO through ‘easiest’ are explained in the upcoming pages.

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SMS Alerts:
- A BO can register the mobile number for SMART facility through ‘SMS Alerts’ option available in
his/her ‘easi/easiest’ login. BO can also modify the mobile number registered for SMS alerts using
this option.
- BOs need not submit the SMART registration/ modification form to their Depository Participant
(DP) in case the registration/modification for SMART is done through easi/easiest login.
- A BO can register for alerts for portfolio valuation as per the frequency specified through this
option.
Deregister:

The ‘easi/easiest’ users, who do not wish to continue with their login, can deregister for the same using
this option.

Change Password:

This function enables the BO to change the password for his/her ‘easi/easiest’ login. The client will have
to enter the existing password as old password and a new password of his choice.
Once the password is changed, the BO can login using the new password set by him/her.

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Easiest (Electronic Access to Securities Information and

Execution of Secured Transaction)

a) Benefits of ‘easiest’:

 A BO can access ‘easiest’ from anywhere and anytime through internet

 Submission of debit/credit transaction instructions to effect off-market, settlement,
Interdepository and early pay-in transactions through internet
 In case a BO submits the transaction instructions from his/her ‘easiest’ login, then they need not
submit the Delivery Instruction Slip (DIS) to their DP.
 If a BO subscribes to ‘easiest’, all the facilities and benefits of ‘easi’ will be automatically available
to the BO in his/her login
 A BO can monitor the status of the instructions submitted through ‘easiest’ login also.

b) Registration Procedure for ‘easiest’:

A BO has to follow the procedure given below to register for CDSL’s ‘easiest’ facility:

• Logon to www.cdslindia.com
• Click on ‘Login to – My easi’ link available under ‘Quick Links’ on homepage.
• Click on ‘To Register for easiest’ link
• Enter DPID and Client ID
• Please read ‘Terms and Conditions’ and click on ‘I Agree’
• The system will ask to change the username, enter email ID, mobile no. etc.

At the end, the system will ask to download the registration form. A BO may download and print the
registration form and submit the same to Depository Participant (DP) for authentication duly signed by
the account holder(s). After authentication by the DP, a BO will receive the password through the email
ID intimated while doing online registration.

Please note that, the registration form has to be submitted to the DP within 90 days from the date of
registration failing which registration for ‘easiest’ will be automatically deleted by the system.

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c) Transfer options available to ‘easiest’ users:

At the time of registration, the BO will have to choose any one between two transfer options available in
‘easiest’ i.e. either Trusted Account Transfer option or Account of Choice Transfer option.

A. Trusted Account Transfer Option:

 Trusted accounts are demat accounts of the BOs choice to which a BO wishes to transfer the
securities including CM settlement accounts.
 Trusted Account Transfer permits transfer of securities from a BO account to any FOUR accounts
of BO’s choice to, which have to be grouped by the BO to his ‘easiest’ login.
 A BO can add the trusted accounts at the time of registration or later on also from his/her
‘easiest’ login.
 The trusted accounts grouped by the BO should necessarily be CDSL accounts. BOs who have
opted for Trusted Account option cannot set up inter depository transactions, they can transfer
their shares to pre-notified accounts which are opened in CDSL and grouped to their easiest
login.
 The transactions set up through the trusted account transfer option has to be authenticated
using PIN (Personal Identification Number) which will be emailed to the BO separately. That is: if
any BO opts for the Trusted Account option, he will receive two separate emails with two
separate passwords, one for accessing his “easiest” log-in and second for the PIN for authorizing
his transactions.
 Password and PIN required to be changed at the first time login.
 A BO can also delete the trusted accounts grouped to his/her ‘easiest’ login.
 Addition and Deletion of trusted accounts to/from BO’s easiest login requires DP authentication

The documents to be submitted by the BO in case opted for trusted account transfer option:

 Registration Form
 Declaration Form from Trusted Account Holder

B. Account of Choice Transfer Option:

 Accounts of Choice Transfer permits transfer of securities from one BO account to any other
demat account including the CM settlement accounts.
 All the on-market, off-market, early-pay in and inter-depository transactions are authenticated by
means of a Digital Signature Certificate (DSC i.e. e-token).

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 The BO has to obtain the digital signature certificate from Registered Authority (RA) of any
Certifying Authority (CA) issuing digital signature certificates. CDSL also issues the digital
signature certificate to their easiest users at an additional cost.

Digital Signature Certificate:-

 The users, who wish to obtain the Digital Signature Certificate from CDSL, will have to submit a
certain set of documents to CDSL. The documents submitted by the user have to be routed
through the DP.
 CDSL will initiate the digital certificate request on receipt of documents. If all the documentation
is in order and all the necessary formalities are complied with, CDSL will forward the documents
to the RA. Once the digital signature is received, CDSL will deliver the e-token with digital
signature to user’s DP in a sealed envelope.
 The users are required collect the etoken kit from the DP. If the sealed envelope is opened/
tampered BO need not collect the same and intimate immediately to CDSL.
 The documents to be submitted for obtaining digital signature from CDSL are given in the below
link on CDSL’s website:
https://www.cdslindia.com/help.html
 The Digital Signature Certificate Charges obtained from CDSL are valid for two years. The
charges for obtaining the digital signature from CDSL are Rs.2, 250/- plus service tax.

The documents to be submitted by the BO in case opted for account of choice transfer
option:

 Registration Form
 Documents for Application of Digital Signature Certificate

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d) How to Transfer of Shares from ‘easiest’ login:

There are two options available to the BOs who have registered for ‘easiest’ to transfer the shares from
their account to another account:

1) Set Up: -

 Through ‘set up’ option, a BO can make an individual entry of transactions. The BO will have the
following type of transfer options in ‘set up’ option:

o Transaction (Off-Market)
o Settlement (On-Market)
o Early Pay-in
o Inter-Depository (This option is not available for Trusted Account users)

 The BO will have to select the type of transaction and enter the details given on the screen.
 After entering the transaction details, the transaction ID will be generated. A BO will have to
further verify the transaction.
 In case of trusted account user, the transaction has to be verified using PIN.
 In case of account of choice user, the transaction has to be verified using digital signature (i.e. e-
token).
 After verifying the transaction, the same will be processed to CDSL system
 The BO can check the status of transactions entered by them through ‘Inquiry’ option available in
their login.

2) Upload:-

 In case the BO wishes to enter the multiple transactions at a time, he/she can prepare a file of
transaction and upload the same from his/her ‘easiest’ login.
 The file format for the files to be uploaded by the easiest users is available in their login.
 The files uploaded have to be verified by the user – using PIN in case of trusted account user
and using digital signature in case of account of choice user.
 The BO can check the status of the transaction file uploaded through ‘Upload Inquiry’ option
available in their login. The response file will be available to download in this option which a user
will have to download and check the transaction status.

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e) Various facilities available in BO’s ‘easiest’ login:

Below are the facilities available to the ‘easiest’ users in their login in addition to the facilities available to
‘easi’ users in their login:

Edit Trusted Account:

- A BO registered for ‘easiest’ under ‘trusted account’ transfer option can add/remove the trusted
accounts to/from his/her easiest login through ‘Edit Trusted Account’ option.
- On addition of trusted accounts, the BO will have to submit the declaration form (generated by
the system on addition of trusted accounts) signed by the trusted account holder to the DP for
authentication.
- Addition/ removal of trusted account will be processed at end of the day of authentication by the
DP.
- If any transfer of securities to the trusted account BO ID selected for removal are pending for
execution, the removal request will be executed only after processing of pending transaction.

Modify Mode of Operation:

This function enables an ‘easiest’ user to switchover from ‘trusted account’ transfer option to ‘account of
choice’ transfer option and vice a versa.
In case any easiest user wish to switchover from trusted account to account of choice transfer option or
vice a versa, then he/she can do so through this option.
The request for switchover from trusted account to account of choice has will be processed at the End of
the Day after the same is authenticated by the DP.

Freeze/ Unfreeze:

Freeze/ unfreeze functionality is also provided by CDSL to its ‘easiest’ users (BOs/CBOs) in their login. A
BO can set up BO level (full account) as well as BO ISIN level (full or partial balance) freeze request from
his/her login. Further, a BO can set up the freeze/ Unfreeze request for –
- Debit or credit or both debit as well as credit
- Activated immediately or at a future date, by specifying the Activation Date
- Temporary i.e. for a specified period by specifying Expiry date
- Permanent i.e. Freeze expiry date is not specified
The BO can unfreeze the account or ISIN balances frozen by him/her from ‘easiest’ login. The BOs need
not submit the freeze/unfreeze request form to its DP in case the freeze/ unfreeze request is set up by
the BO from his/her ‘easiest’ login.

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Reset PIN:

In case trusted account users forget the PIN for executing the transactions, they can recover the PIN
through ‘Reset PIN’ option in their login.
The user will have to answer the security question at the time of resetting the PIN.
The PIN reset by the user will be sent to the user’s email ID as registered for ‘easiest’ login.

Change PIN:

In case trusted account users wish to change the PIN, they can do so through ‘Change PIN’ option in
their login. The user will have to enter the old PIN (the existing PIN) and a new PIN as per user’s choice.
After the PIN change, user will have to enter the new PIN at the time of verifying the transactions.

f) IMPORTANT POINTS TO BE NOTED BY ‘EASIEST’ USERS:

 Instructions should be setup well before the cut off timings. It is advisable to the BO that, the
instructions should be entered one hour before the cut off time.
 The cut off time for the transactions are displayed to the BO under the type of transaction
selected by the BO.
 The transaction entered/uploaded by the BO has to be verified by the BO. The transaction will
not be processed further till the same is verified by the BO - using PIN in case of trusted account
user or using digital signature in case of account of choice user.
 In case the transaction entered by the BO need DP authentication, then the BO should set
up/upload the transaction well before the cut off timing to give sufficient time to DP to
authenticate the instructions and should also coordinate with the DP also to get the transaction
authenticated.
 If the DP does not authenticate the transaction set up by the BO, the status of the transaction
will be shown as ‘Transaction Expired’ after deadline time.
 The BO can modify/delete the transaction set up, before verifying the same. Since, after verifying
the transaction, the same will be sent to CDSL system for processing or to DP in case DP’s
authentication is required.
 After setup of transactions, BO should monitor the status of the transaction through the inquiry
option.
 BOs are advised to check the status of the instruction from time to time, and in case of any
problem/non -authentication are requested to approach the respective DPs on time for execution
of transactions.
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