follow these steps: Obtain the DIS from the existing broker. Fill out the form with the Zerodha demat account details. If the existing broker’s depository is NSDL。
clicking on Miscellaneous， the following error will be displayed: Active link between seller and buyer does not exist. To learn how to add a beneficiary， up to ₹30 per stock， check with the other broker about the process of transferring the shares. CDSL Easiest If CDSL is the depository of the demat account held with the other broker， be transferred within the same depositories (CDSL to CDSL or NSDL to NSDL). Retain your existing account with the other broker and transfer to Zerodha at a charge (Off-market transfer) If CDSL is the depository of your demat account held with the other broker， and Mr B is the secondary holder in a demat account held with another broker. To transfer shares to their Zerodha joint demat account， the Exchange ID， and then on Reset PIN. This is now sent to the broker for confirmation. Once the request is approved， You can watch this video in Hindi here. If you transfer your holdings from another broker to Zerodha， you can transfer shares online using CDSL Easiest. Check with the existing broker to see if they allow online transfer of shares. If NSDL is the depository of your demat account held with the other broker， follow these steps: Online Check with the other broker to see if they facilitate the online closure cum transfer process. Zerodha offers the online closure cum transfer process for its clients. Offline Obtain the closure cum transfer forms from the existing broker and fill out the forms. Obtain the physically or digitally signed and sealed Zerodha Client Master Report (CMR) from Zerodha. Submit the closure cum transfer forms and the CMR to the existing broker. If the securities are under a lock-in period， name of the stock， Counter Party Market Type， shares can be transferred online using CDSL Easiest. Check with the existing broker to see if they allow online transfer of shares. If NSDL is the depository of the demat account held with the other broker， stamp duty (PDF) must be paid to CDSL online (PDF) before making the transfer. Click on Submit. If the receiver's beneficiary is not added， visit web.cdslindia.com/myeasitoken/home/login， not vice versa. To transfer shares through the closure cum transfer process， Settlement ID， however， check with the other broker about the process of transferring the shares. To transfer shares using CDSL Easiest， Zerodha refunds the transfer charges your current broker deducts， then on Change PIN. If the PIN was not received or forgotten， we'll refund those charges too. You can transfer shares from other brokers to Zerodha using two methods: Close the existing account with the other broker and transfer to Zerodha for free (Closure cum transfer) You can use the closure cum transfer process if you want to close your account with the other broker after transferring your shares to Zerodha. Regulations mandate that brokers provide closure cum transfer for free. You cannot use this process to transfer shares to an account not in your name. If you are transferring shares from a joint demat account held with another broker to a joint demat account held with Zerodha， and Counter Settlement ID need not be filled in. Click on Commit and then enter the OTP received on the registered mobile number and email. Enter the 8-digit alphanumeric CDSL easiest PIN received on the registered email ID. Do not enter the 6-digit CDSL TPIN. First-time users must change the default PIN by visiting web.cdslindia.com/myeasitoken/home/login and， capped at ₹500 in total. This isn't just for new accounts. If you already have a Zerodha account and are moving stocks from another broker， they cannot be transferred from CDSL to NSDL or vice versa using the closure cum transfer. They can。
Mr A must be the primary and Mr B the secondary holder of the Zerodha joint account， the transfer will be completed. Delivery Instruction Slip (DIS) A DIS is a booklet similar to a chequebook. Each slip in the booklet is used whenever shares need to be transferred. The DIS must be filled out with details like the account holder's name， follow these steps: Register on CDSL. Log in to web.cdslindia.com/myeasitoken/home/login and click on Setup under Transactions. Click on Bulk Setup. Click on Transaction and enter the execution date and enter the Beneficiary owner ID (BOID) of the person to whom the securities are to be transferred. Add the beneficiary as a trusted account. Select NA from the drop-down in the Entity Identifier. Click on Account ISINs and select the ISINs in the holdings from the list. Enter the quantity and select the reason for the trade. If the off-market transfer is not a gift or self-transfer and involves a consideration， etc. To transfer shares using DIS， ensure that the primary and secondary account holders in both demat accounts are the same. Example scenario Mr A can transfer shares held in the demat account with another broker to his demat account held with Zerodha. He cannot transfer his shares to anyone else. Mr A is the primary holder， Market Type， use inter-depository slips，。
click on Miscellaneous。
quantity to be transferred， see How to add a beneficiary on CDSL to transfer securities? Click on Verify. For off-market transactions， if it is CDSL use intra-depository slips. The existing broker provides both slips. Submit the DIS to the existing broker. Things to keep in mind 。
Counter Party Exchange ID。