What is CDSL Easi and How to Register for It

In the Indian securities market, digital solutions have transformed how investors access and manage their holdings. One such facility is CDSL Easi (Electronic Access to Securities Information), an online service offered by the Central Depository Services (India) Limited. It allows demat account holders to view their holdings and transactions in a secure, paperless manner. By providing 24/7 access to account details, CDSL Easi helps investors track investments without relying solely on their depository participant (DP) for updates.

Understanding what CDSL Easi offers, along with its registration process, can help investors use this platform effectively and ensure smoother portfolio monitoring.

CDSL Easi is an internet-based platform that enables demat account holders to view their securities portfolio and recent transactions online. Accessible through the official CDSL portal, the service works as a read-only access tool — meaning investors can check their account data but cannot initiate transactions directly. This makes it a secure way to monitor holdings without risking unauthorised debits.

The service is free of cost and available to all CDSL demat account holders, whether they are retail investors, institutional clients, or custodians.

CDSL Easi offers several user-friendly features designed to simplify account monitoring:

• Portfolio View: Displays all holdings in a single screen, including ISIN details, quantity held, and current status.
  

• Transaction History: Shows account activity over a defined period, such as credits, debits, and corporate actions.
  

• Multiple Account Linking: Investors with multiple demat accounts under the same PAN can link and view them through a single login.
  

• Corporate Action Alerts: Notifications about dividends, bonuses, rights issues, or stock splits.
  

• Secure Login: Access is protected with username, password and OTP verification.
  

These features enable investors to stay updated without waiting for periodic statements.

Using CDSL Easi offers practical advantages for investors:

• 24/7 Account Access: Check holdings and transactions at any time from anywhere with internet connectivity.
  

• Data Accuracy: Information comes directly from CDSL’s records, reducing reliance on third-party statements.
  

• Environment-Friendly: Eliminates the need for paper-based transaction statements.
  

• Improved Monitoring: Helps in tracking changes in holdings, identifying unauthorised movements, and verifying corporate benefits. Clear View of Ledger Balance in Demat: Ensures investors always know their updated balance for better decision-making.

• Multiple Account Management: Simplifies tracking for investors with more than one demat account.

While CDSL Easi is useful, it does have certain limitations:

• Read-Only Access: Investors cannot initiate transfers or pledges through Easi.
  

• Dependent on Internet Access: Requires stable connectivity for use.
  

• Limited to CDSL Accounts: Cannot be used for accounts held with NSDL.
  

• Separate Registration: Users must complete a one-time registration before accessing their details.

Registering for CDSL Easi involves a few simple steps:

1. Visit the CDSL Website: Go to www.cdslindia.com.

2. Select ‘Login’ then opt for ‘My Easi New (Token)’

3. Click on the ‘Register for Easi’ link: You will be directed to the online registration form.

4. Enter Account Details: Provide your BO ID (16-digit demat account number), PAN, and other personal details.

5. Fill the Password field: Enter your PAN immediately followed by your date and month of birth in DDMM format (no separators). Example: PAN = ALWPG5809L, DOB = 25-03-1993 → enter ALWPG5809L2503.

6. Click Continue and enter the one-time password (OTP) that CDSL sends to your registered mobile number or email.

7. After OTP verification, choose a username, create a new password, and set a security question with its answer. Click Continue.

8. (Optional) If you hold more than one demat account in your name, add the other demat IDs to group them — this lets you access multiple accounts with the same Easi login.

9. Click Continue to finish. Your Easi account will be created and you can sign in using the username and password you just set.

CDSL Easi is a convenient, secure, and environmentally friendly way for investors to keep track of their demat account holdings and transactions. Although it offers read-only access, its features are sufficient for most monitoring needs. By registering for CDSL Easi, investors can stay informed about their portfolio in real time, reducing dependence on third-party statements.

This content is for informational purposes only and the same should not be construed as investment advice. Bajaj Finserv Direct Limited shall not be liable or responsible for any investment decision that you may take based on this content.