CDSL’s MyEasi App Upgrade: Key Changes Investors should know

As investing becomes more accessible and technology-driven, tools that help investors stay informed are evolving too, especially with the growing number of demat accounts in India. CDSL has upgraded its MyEasi app to offer a smoother, more comprehensive way to track holdings, access statements, and manage investments all in one place.

What Is MyEasi?

MyEasi is CDSL’s official platform that allows investors to:

  • View their demat holdings
  • Track transactions
  • Access statements
  • Monitor securities directly from the depository

The upgraded MyEasi app now offers a consolidated view of holdings across both Indian depositories: Central Depository Services (India) Ltd (CDSL) and National Securities Depository Limited (NSDL), apart from your broker’s trading platform view.

How to Access MyEasi?

Use the MyEasi mobile application to access upgraded features on the go.

Click here to log in via the web-based Easi or Easiest platform provided by CDSL. 

Download the mobile app from the Google Play Store (Android) (https://play.google.com/store/apps/details?id=com.cdsl.myeasi&hl=en_IN) or Apple App Store (iOS) (https://apps.apple.com/in/app/cdsl-myeasi-app/id6737304195).

Access your account through the official CDSL web portal for a desktop experience.

What’s New in the Upgrade?

  1. Consolidated View of Investments

Investors can now see holdings across different accounts in one place. Even if securities are held across CDSL and National Securities Depository Limited (NSDL), the updated system improves overall visibility and accessibility.

This makes portfolio tracking simpler and more transparent.

  1. Easy Access to Statements

Investors can directly download:

  • Holding statements
  • Transaction history

This is especially helpful for tax filing, record verification, and portfolio reviews.

  1. Margin & Open Position Visibility

For derivatives traders, the platform now offers better visibility into:

  • Margin utilisation
  • Open positions

This improves risk monitoring and financial discipline.

  1. Seamless E-Voting

Investors can participate in corporate governance through in-app e-voting.

This allows shareholders to vote on:

  • Board appointments
  • Mergers
  • Company resolutions

The upgrade also provides insights from proxy advisory firms, helping investors make more informed decisions.

  1. Proxy Adviser Insights

Investors can access proxy adviser recommendations directly through the app, making it easier to evaluate shareholder resolutions. These insights can be particularly useful for those who want guidance in making informed voting choices without having to analyse every detail on their own.

Regulatory Support

SEBI has encouraged Depository Participants to promote the MyEasi app and raise investor awareness. This highlights the regulator’s focus on improving transparency and making it easier for investors to access their holdings.

Why it matters?

As more retail investors enter the Indian markets, portfolios are increasingly spread across multiple asset classes such as equities, ETFs, bonds, and other instruments. Managing information across different platforms can be complex and may lead to gaps in visibility. CDSL’s enhanced MyEasi app aims to simplify this by bringing together holdings, transactions, margin details, and investor services into a unified interface.

The upgrade strengthens:

  • Improved portfolio visibility
  • Reduced reliance on multiple broker interfaces
  • Better documentation access
  • Stronger governance participation

It ensures investors don’t depend solely on broker interfaces to track their holdings. Instead, they get an official, depository-level confirmation of their investments.

Final Thoughts

The upgrade to the MyEasi app reflects the ongoing effort to invest tracking more seamless and transparent. By bringing key information and tools together, it helps investors stay better informed and engaged with their portfolios in an increasingly digital market environment.

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