You may invest through one platform today while still holding stocks purchased years ago through another. Over time, that can leave your portfolio spread across multiple Demat accounts, making it harder to track and manage everything in one place.
With holding transfers, you can move your existing securities to your FYERS Demat account without selling and repurchasing them. Once transferred, you can track those holdings alongside your existing FYERS investments and update their original acquisition details so your portfolio reflects the right buy price and P&L.
If you’re transferring a substantial portfolio, there’s an additional benefit too.
Get 3,000 FYERS Credits on Eligible Transfers
When you transfer holdings worth ₹3 lakh or more to your FYERS Demat account, you’ll be eligible for 3,000 FYERS Credits.
One FYERS Credit is worth ₹1, and the credits can be used towards brokerage or a FYERS Prime subscription.
Eligibility and transfer value are determined based on the applicable terms.
Moving Your Holdings to FYERS
If your existing Demat account is with CDSL, you can transfer your holdings to FYERS online through CDSL Easiest.
We’ve covered the complete transfer process if you’d like to complete it yourself.
If you’d prefer assistance, you can also book Expert Help for holdings transfers. Once you complete the required CDSL Easiest registration, our team can guide you through the remaining steps. You can review the prerequisites before booking a session.
Track Your Transferred Holdings
Your portfolio transfer may happen in one go or across multiple transactions. To help you keep track of what has reached your FYERS Demat account, we’ve added a dedicated Transferred Holdings report.
You’ll find it under:
Reports → Transactions → Transferred Holdings
The report shows the securities transferred to FYERS along with their transferred value, giving you a clear view of what has been moved across transactions.
Once your holdings are transferred, the next important step is making sure their original acquisition details are correct.
Updating the Buy Average of Transferred Holdings
When securities are transferred from another Demat account, their original buy price may not automatically be available in FYERS. Without the correct acquisition details, the P&L shown against those holdings may not reflect your actual investment performance.
For example, suppose you bought 200 shares of a stock at an average price of ₹500, making your total investment ₹1 lakh. By the time you transfer those shares to FYERS, the stock is trading at ₹650. Your actual unrealised gain is ₹30,000.
For FYERS to reflect this correctly, the original acquisition details need to be recorded against the transferred shares.
You can update the buy date, quantity and price for transferred holdings from the Holdings section or through the Transferred Holdings report.
Make sure you verify these details carefully before submitting them. Once the buy average is confirmed, it cannot be edited again, and the updated value may take around 2 to 3 trading days to reflect.
You can follow the steps to update the buy price here.
Manage More of Your Portfolio With FYERS
Your portfolio may have been built across different platforms over the years, but you don’t have to keep managing it that way.
By transferring your existing holdings to FYERS, you can track them alongside your current investments, maintain the correct acquisition details and manage more of your portfolio from one place.
If you transfer holdings worth ₹3 lakh or more, you can also receive 3,000 FYERS Credits, subject to the applicable terms. You can find the transfer requirements, eligibility criteria and other details in our Holding Transfer FAQ.
As more of your investing moves to FYERS, your existing portfolio can move with you.