What is account grouping in CDSL, and how can accounts be grouped using the CDSL online platform?

• Grouping in CDSL refers to linking multiple Demat accounts under a single login ID on the CDSL Easi platform, simplifying the management of multiple accounts by providing easy access to holdings and transactions in one place.
• To group your accounts via the CDSL, please follow these steps: 
  1. Log in to CDSL.
  2. Once logged in, go to the miscellaneous section.
  3. Select 'Edit Grouping'.
  4. From the drop-down menu, select Edit Grouping.
  5. Enter the Beneficial Owner ID (BOID) you wish to group. to know more, see General Information about CDSL Easi and Easiest?
  6. Click on Add to include it in the group.
  7. The grouping request will be sent to your Depository Participant (DP) for authentication. Once approved by the DP, the grouping will be updated successfully.
     

RELATED FACTS:-

• Easiest/easi provides a facility to "group additional Demat accounts" to a single login ID.You can group one additional account to the login ID registered to be Easiest/Easi. You should be one of the holders in the accounts that are being grouped.

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• E.g.: If "A" is registering for easiest services, he can group any of the accounts in which he is one of the holders -
  1. Account 1 - A, B
  2. Account 2 - B, A
  3. Account 3 - B, C, A
     

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  You can only view the account details of the additional BO account that is being grouped. Setting up of transactions through the additional grouped account will not be permitted.

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• A BO can group a maximum of 8 additional BOIDs to his/her login during registration or as and when required. In other words, through 1 login ID, you can set up transactions for 1 BOID only.