How to upgrade from CDSL easi to CDSL easiest?

Transitioning from CDSL Easi to CDSL Easiest is a straightforward process. Follow these steps to seamlessly upgrade and unlock additional features for effectively managing your investments.
3 min read

Upgrading from CDSL Easi to CDSL Easiest is a seamless process. Follow these steps to make the transition and access more features for managing your investments.

Just a few simple steps to follow.

Step 1. Access CDSL easi by going to the CDSL Website and log in to your Myeasi account.


*For those who have not registered for CDSL Easi, see “How to register for CDSL Easi?

Step 2. Select "Miscellaneous" and then choose "Upgrade BO ID to Easiest."


Step 3. Choose "Trusted account (PIN)" as the Account Type, agree to the terms and conditions, and click "Submit."


Step 4. Enter the trusted BO ID [Buyers BOID] of the demat account you're transferring the securities to, and then click 'Submit.'


Once your demat broker authenticates it, the BO ID will be instantly activated for Easiest.
*Note: It takes 24 to 48 business hours for your demat broker to authenticate.

Precize
Precize
Content Strategy and Research Analyst

Stay in the Loop

Join our newsletter for exclusive access to thoughtfully curated content and we promise, no spam

The next generation of asset classes in India

Resources

Our Office

Office No. 1219, The Summit Business Park, Andheri Kurla Road, Andheri East, Mumbai, Maharashtra - 400093

Find us on Google

support@precize.in

+91 7738336457

All trademarks and logos or registered trademarks and logos found on this Site or mentioned herein belong to their respective owners and are solely used for informational and educational purposes.

The material presented in this advertisement is for informational purposes only and should not be construed as investment advice or investment availability. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular unlisted share, security, strategy, or investment product. Investing in the private market and securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Market trends, data interpretations, graph projections are provided for informational and illustrative purposes and may not reflect actual future performance. Nothing on this website should be construed as personalized investment advice or should not be treated as legal, financial, or any other form of advice. Precize is not liable for financial or any other form of loss incurred by the user or any affiliated party based on information provided herein.

Precize is neither a stock exchange nor does it intend to get recognized as a stock exchange under the Securities Contracts Regulation Act, 1956. Precize is not authorized by the capital markets regulator to solicit investments. The securities traded on these platforms are not traded on any regulated exchange.

The website will be updated regularly.

Copyright © 2026 - Precize - All Rights Reserved