• CDSL (Central Depository Services Limited)
• NSDL (National Securities Depository Limited)

Types of Demat Transfers

Steps to Transfer Shares Online

1. Visit the CDSL Easiest portal
2. Log in using your BO-ID (16-digit Demat Account Number).
3. If you are not registered, select ‘New Registration’ and link your Demat account.
4. Go to the ‘My Easiest’ option in the menu.
5. Select ‘Transfer of Securities’.
6. Enter your RMoney Demat Account Number (BO-ID) as the target account.
7. Select the ISIN and quantity of shares to be transferred.
8. Authenticate the transfer using OTP/PIN.

Transfer Method 2: Inter-Depository Transfer (If Previous Broker Uses NSDL) In this case, online transfer access depends on whether your previous broker has enabled NSDL online services (Speed-e / IDEAS). If not, the transfer can be done offline.

Information Required for Transfer

Method 3: Offline Transfer through DIS Slip (CDSL or NSDL)

Steps

1. Request a DIS Slip Booklet from your existing broker.
2. Fill in the following details:
   • RMoney Demat Account Number
   • ISIN of each security
   • Quantity to be transferred
   • Transfer Type: Off-Market / Transfer to Self
3. Ensure your signature matches the depository records.
4. Submit the DIS slip to your existing broker (in person or via courier).
5. The broker will process the transfer.

Important Points to Remember

• The Name and PAN must match in both Demat accounts to avoid rejection.
• Verify ISIN and quantity carefully before confirming.
• Transfer charges may apply (varies by broker).
• The Buy Average Price does not transfer automatically. You can share contract notes or purchase records with RMoney to update the buy average price in your holdings.

How to Confirm Successful Transfer?

• Log in to RMoney 
• Go to Holdings
• Verify whether the transferred shares are visible