![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/1.jpg\")
<\/p>\n
- \n
- You will receive an OTP to your registered number after you click on continue.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/2.png\")
<\/p>\n- \n
- After entering the OTP, you will be asked to answer a security question.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/3.png\")
<\/p>\n- \n
- Once the above details are filled in and click continue to proceed to the next step.<\/li>\n
- Your broker should accept the easiest request that you have raised in order to transfer the shares to Paytm Money\u2019s DEMAT account. Please reach out to your broker for the same.<\/span><\/li>\n
- Meanwhile, you need to add the \u2018Trusted Details\u2019 which is your Paytm Money\u2019s Demat Account Number (A.K.A BO ID).
\n<\/span>– You can click<\/a> here to find your Demat Account Number.
\n– For adding this, you will get another OTP for confirmation<\/li>\n<\/ul>\n![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/4.png\")
<\/p>\n- \n
- After adding your trusted account, the registration will complete.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/5.png\")
<\/p>\nThis completes the process of creating an account with CDSL easiest. You can transfer the shares. You have to wait for your broker to approve the Easiest request to go ahead and transfer the shares. Typically, it takes 24 Hrs for the broker to approve the request. You can check your email for updates from the CDSL post-approval. Post this you can proceed to transfer shares.<\/p>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/6.png\")
<\/p>\n<\/p>\n
Now, let\u2019s understand how we can transfer the required holdings from one DEMAT account to another.<\/h4>\n
- \n
- After logging in to the CDSL easiest portal<\/a>.
\n– Click on Transactions > Setup<\/strong>.
\n– And Bulk Setup<\/strong> to move further.<\/li>\n<\/ul>\n![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/7.png\")
<\/p>\n- \n
- You should fill in the necessary information as mentioned below.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/8.png\")
<\/p>\n- \n
- Select the NA option under Entity Identifier.<\/b><\/li>\n<\/ul>\n
![\"\"](\"https:\/\/paytmmoney.wpengine.com\/wp-content\/uploads\/2021\/06\/image-10-1024x176.png\")
<\/p>\n- \n
- Select the ISINs (Stocks) that you want to transfer one by one.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/9.png\")
<\/p>\n![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/10.png\")
<\/p>\n<\/p>\n
- \n
- When you\u2019re done adding all the stocks that you want to move, select them and click on Commit, and you\u2019ll get an OTP to your registered Phone number to verify the transactions.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/11.png\")
<\/p>\n<\/p>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/12.png\")
<\/p>\n<\/p>\n
- \n
- Once OTP is authorized, you need to enter the PIN given the CDSL via Email. You need to reset the PIN by going to the Change PIN option.<\/li>\n<\/ul>\n
![\"\"](\"https:\/\/www.paytmmoney.com\/blog\/wp-content\/uploads\/2021\/06\/13.png\")
<\/p>\n- \n
- Once the PIN is entered, the request is considered accepted by CDSL. Your broker will receive the Off-Market transfer request and will authorize it within 24-48 Hrs. If your request is not authorized, please follow up with your Broker customer care.<\/li>\n<\/ul>\n
<\/p>\n
Offline method (via DIS)<\/h4>\n
Many brokers currently support only the offline DIS process of transferring shares. This process is an offline process that has to be done in person by you. Your previous broker will take an offline share transfer request through a Delivery Instruction Slip (DIS) where you should fill the Paytm Money\u2019s Demat account number<\/a> and the stocks that you want to transfer.<\/p>\n
- \n
- DIS (Delivery Instruction Slip), which is in a paper form, will be given to you by the previous broker (the Demat account you want to transfer shares from)<\/li>\n
- Your previous broker may ask you for the CMR copy of Paytm Money, we have already shared it when you have opened your account. You can find the CMR document in your email inbox by searching for \u2018CMR Paytm money\u2019. In case you are not able to find it, please raise a request through the support portal.<\/li>\n
- Fill the DIS booklet as your previous broker instructs with the 16 digits Paytm Money\u2019s Demat account number and the list of shares you want to transfer.<\/li>\n
- Your broker should transfer the shares within 24-48 working hours, if it\u2019s not done then reach out to them.<\/li>\n<\/ol>\n
After transferring the stocks, the investment values won’t show up in your portfolio, and you can update them by going through the below Blog.<\/p>\n
Update the Average prices for the transferred stocks<\/a><\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
If you currently have stocks in your old broker account and want to transfer these stocks to your Paytm money account, you need to follow the below steps. When you open a new Paytm money trading account, you get a new Demat account. The below process involves transferring these holdings from the old Demat accountContinue reading “How to transfer existing Stocks to your Paytm Money account?”<\/span><\/a><\/p>\n","protected":false},"author":18,"featured_media":2150,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"single-classic-ns.php","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-2149","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates"],"_links":{"self":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/2149","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/comments?post=2149"}],"version-history":[{"count":0,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/posts\/2149\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media\/2150"}],"wp:attachment":[{"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/media?parent=2149"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/categories?post=2149"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.paytmmoney.com\/blog\/wp-json\/wp\/v2\/tags?post=2149"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Once the PIN is entered, the request is considered accepted by CDSL. Your broker will receive the Off-Market transfer request and will authorize it within 24-48 Hrs. If your request is not authorized, please follow up with your Broker customer care.<\/li>\n<\/ul>\n
- Once OTP is authorized, you need to enter the PIN given the CDSL via Email. You need to reset the PIN by going to the Change PIN option.<\/li>\n<\/ul>\n
- When you\u2019re done adding all the stocks that you want to move, select them and click on Commit, and you\u2019ll get an OTP to your registered Phone number to verify the transactions.<\/li>\n<\/ul>\n
- Select the ISINs (Stocks) that you want to transfer one by one.<\/li>\n<\/ul>\n
- Select the NA option under Entity Identifier.<\/b><\/li>\n<\/ul>\n
- You should fill in the necessary information as mentioned below.<\/li>\n<\/ul>\n
- After logging in to the CDSL easiest portal<\/a>.
- Meanwhile, you need to add the \u2018Trusted Details\u2019 which is your Paytm Money\u2019s Demat Account Number (A.K.A BO ID).
- After entering the OTP, you will be asked to answer a security question.<\/li>\n<\/ul>\n