1 Easi Features Online Registration Auto-easi registration - - PowerPoint PPT Presentation

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1 Easi Features Online Registration Auto-easi registration - - PowerPoint PPT Presentation

Oct 25, 2022 16 likes •677 views

1 Easi Features Online Registration Auto-easi registration Anytime/ anywhere access Transaction Information for last 7 days 2 Easi Features Information updated within 15 minutes Valuation of holdings ISIN wise &

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  • Online Registration
  • Auto-easi registration
  • Anytime/ anywhere access
  • Transaction Information for last 7 days

Easi Features

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  • Information updated within 15 minutes
  • Valuation of holdings–ISIN wise & Total
  • Corporate Announcements
  • Transaction Inquiry Facility

Easi Features

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  • Edit Profile
  • Upgrade BO to easiest
  • Edit Groupings
  • Change Password
  • Downloads

Easi Facility

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  • Logon to www.cdslindia.com
  • Click on Register Online – Individual /Corp BO
  • Select easi & enter demat account no.
  • Enter basic details – login name, email id,

security question, etc.

  • Enter your BOID to be mapped

Registration Procedure

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Login Procedure

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Account Details

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ISIN Code Details

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Balance Details

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Transaction Details

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Inquiry-Transaction Module

Transactions entered thru CDAS – 7 days

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Corporate Announcement

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Corporate Announcement

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BSE Website

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Add / Remove ISINs

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Registration/Deregistration

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Edit Profile

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Upgrade BOID to easiest

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Edit Groupings

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SMS registration

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SMS registration

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SMS registration

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SMS registration

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SMS registration

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SMS registration

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Change Password

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Deregister

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Features

  • Transaction setup and upload facility
  • Inquiry of transactions – easiest +

CDAS

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  • Reassign login to easi
  • Edit Trusted Account
  • Modify mode of operation
  • Change PIN
  • Reset PIN

Additional Facilities

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  • Trusted Account - Operated with PIN
  • Account of Choice –Operated with

e-token

Easiest – 2 options

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Features -

  • Transfer through PIN
  • Transfer to any four CM Accounts
  • No charges
  • CM cannot register for Trusted account
  • Transfer within CDSL

Trusted Account

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Documents –

  • Easiest Registration Form
  • Letter from Trusted A/C Holder

Trusted Account

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Features -

  • Transfer to any account with CDSL or with
  • ther depository
  • Transfer to any number of accounts
  • Transfer by using digital signature (e-token)

Account of Choice

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  • Certificate request form
  • Documents as per checklist

Documents -

  • Easiest Registration Form
  • Certificate Request Form
  • Documents as per check list
  • Letter of Authority (Corporate)

Account of Choice

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  • Auto Authentication
  • Manual Authentication
  • DPs Control

Authentication Parameters

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  • Multiple Login
  • Authorized Signatories
  • Transaction Rights
  • Multiple e-tokens

Corporate BO Registration

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Setup Transactions

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Off-market – For the same day – 9.00 pm Future date - No cut off time (CDAS – 10.00 pm) Inter-Depository - For the same day – 7.00 pm Future date - No cut off time (CDAS – 8.00 pm) Settlement (On mkt) – 60 mts. before the pay-in time Early pay-in – 60 mts. before the pay-in time

Timings for Setup of Transactions

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Off-market – For the same day –9.00 pm Future date - No cut off time (CDAS – 10.00 pm) Inter-Depository - For the same day – 6.00 pm Future date - No cut off time (CDAS – 7.00 pm) Settlement (On mkt) – 90 mts. before the pay-in time Early pay-in – Previous day before 8.30 p.m.

Timings for Upload of Transactions

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Transaction Setup Screen

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Online Setup Screen

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Online Setup Screen

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Transaction IDs

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Modify & Commit – Trusted A/c

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Modify & Commit –Account of Choice

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Upload

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  • Transaction Temp Setup
  • Transaction to be Auth by DP
  • Transaction in Process
  • Transaction forwarded to CDSL
  • Final Status

Status of the Transactions

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Help for Upload

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Reassign login to easi Account

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Edit Trusted Account

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Edit Trusted Account

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Modify mode of Operation

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Change PIN

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Reset PIN

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  • Forgot Password
  • Locking of password/ PIN
  • Invalid Certificate
  • E-token Installation

Common Queries