How to view, add or edit a trusted account on CDSL Easiest?

How to view, add or edit a trusted account on CDSL Easiest?

To add a recipient as a trusted account, follow the given steps:
1. Log in to your CDSL easiest account and select the 'Miscellaneous' tab.
2. Select 'Edit Trusted Account' to add or remove a trusted account.
3. Select 'Add Trusted Account' and enter the 16-digit CDSL BOID of the transferee or recipient. If the trusted account is a Jainam account, the BO ID can be viewed in the back office's profile.
Adding/removing trusted accounts requires DP authentication.If the request for adding a trusted account has been received by Jainam till 2.00 p.m., then it will be verified by 7.00 p.m. on the same working day. If the request is received after 2:00 p.m., then it will be verified by Jainam on the next working day.
Once verified by Jainam, the status will be changed from 'pending for DP authentication' to 'Authenticated by DP'. CDSL will also take 1 working day for mapping a trusted account as a counter BOID for off-market transfer.

For off-market transfer through CDSL Easiest, the recipient account should be added as a trusted account as well as a beneficiary account in the transferor's Easiest account. To know more about adding a beneficiary, see How to add a beneficiary on CDSL to transfer securities?

RELATED FACTS:

The 'Trusted Account' in the 'CDSL Easiest’ platform allows CDSL account holders to transfer securities to another CDSL Demat account only. Only 4 demat accounts can be added as trusted accounts at a given point in time.
Inter-depository transactions (from CDSL to NSDL) can be made by opting for 'Account of Choice.' To know more, see What is the difference between a 'Trusted account' and an 'Account of Choice'?
You can also refer to the CDSL circular.