eDIS FAQs

1. What is eDIS?
Ans. Electronic Delivery Instruction Slip or eDIS is a facility which allows you to sell shares when you have not submitted your Power of Attorney (POA).

Please note: You can only sell the stocks you are holding in your linked Demat account. You may submit your POA to ensure a seamless trading experience.

2. How do I avail of the eDIS facility?
Ans. eDIS is activated automatically on our digital trading platforms for all customers who have not submitted their POA.

Please note: The eDIS function needs to be authorized through our digital platform before you place a ‘Sell’ order through Call N Trade.

3. Is this facility available to all account holders?
Ans. eDIS facility is available only to Demat accounts which are in single name. It is not available to Demat account holders with joint names and NRI Demat accounts.

 4. Why do I need to authorize a transaction to sell scrips that I own?
Ans. In the absence of POA, without eDIS authorization (on the day of the transaction or before that), you will not be allowed to place a sell order.

5. Is eDIS applicable for intraday transactions as well?
Ans. eDIS is only applicable for delivery-based transactions for shares in your Demat account.

6. What is the maximum validity (number of days) period up to which I can authorize eDIS?
Ans. 1 calendar day (for CDSL and NSDL).

7. Can I sell first and authorize later?
Ans. For transactions through eDIS, you will have to authorize your trades before executing a ‘sell’ transaction.

8. What happens to the scrips which I have authorized and on which there is a corporate action?
Ans. The Depository, i.e. CDSL & NSDL, will cancel such authorization.

9. What is BOID/Demat account number and where can I find mine?
Ans. BOID or Beneficiary Owner Identification Number is a 16-digit number used to identify your Demat account, which is unique for every client. The first 8 digits are the Depository Participant ID, and the last 8 digits are the client ID with the DP. You can find it on the eDIS authorization screen on the web portal as well as the mobile app. 

10. Do I have to sell the entire authorized quantity within the stipulated time selected?
Ans: Authorization is only a declaration of the scrips with the quantity that you wish to sell within a stipulated time. You reserve the right to sell only a partial quantity OR not sell at all, even after the authorization has been given for the concerned equities.

11. What happens after the validity of my authorization expires?
Ans: Once your authorization has expired, you are required to authorize again.

12. Can I sell shares without an authorization?
Ans: You will not be allowed to sell shares without an authorisation.

13. How can I execute a regular sell without giving authorization?
Ans: You need to submit your POA either at the nearest branch OR courier it to our customer care department.

14. If I have submitted the POA, will the eDIS feature be available for my account?
Ans. Once the POA is received and registered in the Demat account, the eDIS functionality will be discontinued for your trading account.

15. Will I be able to buy shares without pre-authorization?
Ans. eDIS authorization is not required for buying shares, but only for the ‘sell’ transactions.

16. Can I only authorize equity quantities available in my Demat balance, or am I allowed to authorize more than what is available in my Demat holdings?
Ans: You can authorize only those equity quantities that are present in your Demat. You can authorize partial quantities from your Demat balance or the entire quantity for the selected equities. But the quantity cannot exceed the balance available in the Demat account.

17. Can I revoke my Power of Attorney and use the eDIS functionality of sell transactions?
Ans: You cannot revoke the existing POA to avail the eDIS functionality.

18. What is CDSL TPIN/NSDL MPIN?

Ans: TPIN/MPIN is an authorization code generated by CDSL/NSDL respectively, using which the customer validates/authorises the transaction.

19. How do I authorize my transaction from my Demat account?
Ans: CDSL Demat holder needs to authorize transactions with the help of TPIN and OTP generated/provided by CDSL.

NSDL Demat holder needs to authorize transactions with the help of MPIN and OTP generated/provided by NSDL. Without these, one cannot proceed with any ‘sell’ transactions.

 20. How many digits will the TPIN/MPIN be? 
Ans: The TPIN/MPIN will be of 6 digits.

21. How will I get my TPIN/MPIN?
Ans: You will get the TPIN/MPIN on your email id and mobile number as registered with Depository Participant from CDSL/NSDL.

22. What is the validity of my TPIN/MPIN?
Ans: TPIN/MPIN is valid until the same is reset by the Demat account holder.

23. Will I get a new TPIN/MPIN every time I authorize a transaction?
Ans:  TPIN/MPIN generation is a one-time activity, just like the password. You will have to use the same TPIN/MPIN every time you authorize a transaction until you change it on the respective Depository’s portal.

24. What if I enter a wrong TPIN/MPIN?
Ans: If you enter a wrong TPIN/MPIN, you will not be allowed to authorize transactions. On entering an incorrect TPIN/MPIN thrice consecutively, your existing TPIN/MPIN will become invalid, and you will need to generate a new one.


25. How can I authorize my holdings from my Demat account? 
Ans: For NSDL you need to select each of your equity holdings individually on the HSL web portal and mobile app. You will not be allowed to authorize the entire holdings at once.

For CDSL you will be able to authorize your entire holdings at once by using the ‘Select All’ option.

 

Follow the steps given below to authorize your transaction:


Web portal


eDIS Authorization from Demat Balance (CDSL)

eDIS Authorization from Demat Balance (NSDL)

Step 1. Go to the Demat Balance screen.

Step 1. Go to the Demat Balance screen.

Step 2. From the Segment Dropdown select the All option.

Step 2. From the Segment Dropdown select the All option.

Step 3. You’re Equity holdings will be populated on the screen.

Step 3. Your Equity holdings will be populated on the screen.

Step 4. Click on Raise eDIS Request.

Step 4. Click on Raise eDIS Request.

Step 5. On the eDIS screen, you need to select the Equity for which authorization needs to be taken.

Step 5. On the eDIS screen, you need to select the Equity for which authorization needs to be taken.

Step 6. Click on Submit for Authorization.

Step 6. Click on Submit for Authorization.

Step 7. The eDIS Authorization screen will be displayed.

Step 7. The eDIS Authorization screen will be displayed.

Step 8. Tick the T&C checkbox and click on Authorize.

Step 8. Tick the T&C checkbox and click on Authorize.

Step 9. You will be navigated to the CDSL site.

Step 9. You will be navigated to the NSDL site.

Step 10. The holdings you selected will be displayed on the NSDL screen.

Step 10. The holdings you selected will be displayed on the NSDL screen.

Step 11. Enter the CDSL TPIN and OTP when prompted

Step 11. Enter the NSDL MPIN and OTP when prompted

Step 12. Click on Submit.

Step 12. Click on Submit.

Step 13. A success message will be displayed, and the CDSL page will automatically close.

Step 13. A success message will be displayed, and the NSDL page will automatically close.

Step 14. You will be redirected to the eDIS screen on the HDFC Securities web portal.

Step 14. You will be redirected to the eDIS screen on the HDFC Securities web portal

 

Mobile app

 

eDIS Authorization from Demat Balance/Accounts Tab (CDSL)

eDIS Authorization from Demat Balance/Accounts Tab (NSDL)

Step 1. Go to Demat Balance screen and click on Raise eDIS Request OR Click on eDIS Authorization from the Accounts tab in More Menu.

Step 1. Go to Demat Balance screen and click on Raise eDIS Request OR Click on eDIS Authorization from the Accounts tab in More Menu.

Step 2. You’re Equity holdings will be populated on the screen.

Step 2. Your Equity holdings will be populated on the screen.

Step 3. On the eDIS screen, select the Equity for which authorization is required.

Step 3. On the eDIS screen, select the Equity for which authorization is required.

Step 4. Click on Proceed to CDSL.

Step 4. Click on Proceed to NSDL.

Step 5. The eDIS Authorization screen will be displayed.

Step 5. The eDIS Authorization screen will be displayed.

Step 6. Check the T&C checkbox and click on Authorize.

Step 6. Check the T&C checkbox and click on Authorize.

Step 7. You will be navigated to the CDSL site.

Step 7. You will be navigated to the NSDL site.

Step 8. Selected holdings will be displayed on the NSDL screen.

Step 8. Selected holdings will be displayed on the NSDL screen.

Step 9. Enter the CDSL TPIN when prompted.

Step 9. Enter the NSDL MPIN when prompted.

Step 10. Click on Submit.

Step 10. Click on Submit.

Step 11. A success message will be displayed, and the CDSL page will automatically close.

Step 11. A success message will be displayed, and the NSDL page will automatically close.

Step 12. You will be redirected to the eDIS screen on the HDFC Securities mobile app.

Step 12. You will be redirected to the eDIS screen on the HDFC Securities mobile app.

 

 

 

26. Can I authorize my Stock holdings for placing a Sell Transaction from my Demat account?

Ans: You can authorize your Stock holdings on the web portal and the mobile app for placing a Sell transaction from your Demat account. Follow the steps below:

 

For Web Portal

 

eDIS Authorization for initiating Sell Transaction (CDSL)

eDIS Authorization for initiating Sell Transaction (NSDL)

Step 1. Go to the Sell panel.

Step 1. Go to the Sell panel.

Step 2. Select the Stock that you want to sell.

Step 2. Select the Stock that you want to sell.

Step 3. Once you click on place order, a message will be shown to hold shares from your linked demat account. Click on Confirm to proceed further.

Step 3. Once you click on place order, a message will be shown to hold shares from your linked demat account. Click on Confirm to proceed further.

Step 4. You have to hold the Shares from your linked demat account.

Step 4. You have to hold the Shares from your linked demat account.

Step 5. If there is a shortfall, the eDIS Authorization screen will be displayed.

Step 5. If there is a shortfall, the eDIS Authorization screen will be displayed.

Step 6. Tick the T&C checkbox and click on Authorize.

Step 6. Tick the T&C checkbox and click on Authorize.

Step 7. You will be navigated to the CDSL site.

Step 7. You will be navigated to the NSDL site.

Step 8. The shortfall holding of the concerned stock will be displayed on the CDSL screen.

Step 8. The shortfall holding of the concerned stock will be displayed on the NSDL screen.

Step 9. Enter the CDSL TPIN and OTP when prompted.

Step 9. Enter the NSDL MPIN and OTP when prompted.

Step 10. Click on Submit.

Step 10. Click on Submit.

Step 11. A success message will be displayed, and the CDSL page will automatically close.

Step 11. A success message will be displayed, and the NSDL page will automatically close.

Step 12. You will be redirected to the sell confirmation screen on the HDFC Securities web portal.

Step 12. You will be redirected to the sell confirmation screen on the HDFC Securities web portal.

Step 13. You will be able to mark ‘hold’ against the concerned quantity.

Step 13. You will be able to mark ‘hold’ against the concerned quantity.

Step 14. You can now place the order on the concerned exchange.

Step 14. You can now place the order on the concerned exchange

Step 15. You can generate a TPIN from the Authorization pop-up. The steps to be followed are given in the Retrieve TPIN FAQs.

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For Mobile App

 

eDIS Authorization for initiating Sell Transaction (CDSL)

eDIS Authorization for initiating Sell (NSDL)

Step 1. Go to the Sell panel.

Step 1. Go to the Sell panel.

Step 2. Select the stock that you want to sell.

Step 2. Select the stock that you want to sell.

Step 3. Once you click on place order, a message will be shown to hold shares from your linked demat account. Click on Confirm to proceed further.

Step 3. Once you click on place order, a message will be shown to hold shares from your linked demat account. Click on Confirm to proceed further.

Step 4. You have to hold the Shares from your linked demat account.

Step 4. You have to hold the Shares from your linked demat account.

Step 5. If there is a shortfall, the eDIS Authorization screen will be displayed.

Step 5. If there is a shortfall, the eDIS Authorization screen will be displayed.

Step 6. User is required to tick the T&C checkbox and click on Authorize.

Step 6. User is required to tick the T&C checkbox and click on Authorize.

Step 7. You will be navigated to the CDSL site.

Step 7. You will be navigated to the NSDL site.

Step 8. The stock with a shortfall will be displayed on the CDSL screen.

Step 8. The stock with a shortfall will be displayed on the CDSL screen.

Step 9. Enter the CDSL TPIN and OTP when prompted.

Step 9. Enter the NSDL MPIN and OTP when prompted.

Step 10. Click on Submit.

Step 10. Click on Submit.

Step 11. A success message will be displayed, and the CDSL page will automatically close.

Step 11. A success message will be displayed, and the CDSL page will automatically close.

Step 12. You will be redirected to the sell confirmation screen on the mobile app.

Step 12. You will be redirected to the sell confirmation screen on the mobile app.

Step 13. You will then be able to mark ‘hold’ against the concerned quantity.

Step 13. You will then be able to mark ‘hold’ against the concerned quantity.

Step 14. You can now place the order with the concerned exchange.

Step 14. You can now place the order with the concerned exchange.

Step 15. A TPIN can be generated from the Authorization pop-up. The steps are given in the Retrieve TPIN FAQs.

  

27. How can I retrieve my TPIN/MPIN?

Ans: Follow the steps below to generate your TPIN (CDSL) or reset your MPIN (NSDL):

 

Web portal

 

Generate TPIN from CDSL

Reset MPIN from NSDL

Step 1. Go to Demat Balance screen

Step 1. Go to Demat Balance screen

Step 2. Click on Raise eDIS Request

Step 2. Click on Raise eDIS Request

Step 3. On the eDIS screen, click on Generate TPIN

Step 3. On the eDIS screen, select the Equity for which authorization is required.

Step 4. You will be navigated to the CDSL Generate TPIN screen.

Step 4. Click on Submit for Authorization.

Step 5. Enter BOID, PAN

Step 5. eDIS Authorization screen will be displayed.

Step 6. You will receive the OTP on your registered mobile number and email address

Step 6. Check the T&C checkbox and click on Authorize.

Step 7. Set your 6-digit TPIN

Step 7. You will be navigated to the NSDL site.

Step 8. A success message is displayed. You need to close the CDSL page manually and return to the web portal.

Step 8. Selected holdings will be displayed on the screen.

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Step 9. On the same screen, below the MPIN field, there is an option Reset MPIN.

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Step 10. You will receive the OTP on your registered mobile number and email address

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Step 12. Enter the OTP and reset your MPIN.

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Step 13. NSDL will display a success message, and a confirmation pop-up will appear. On clicking OK, you are redirected to the eDIS screen on the mobile app.

 

Mobile app

 

Generate TPIN from CDSL

Reset MPIN from NSDL

Step 1. Go to Demat Balance screen and click on Raise eDIS Request OR click on eDIS Authorization from the Accounts tab in the menu.

Step 1. Go to Demat Balance screen and click on Raise eDIS Request OR click on eDIS Authorization from the Accounts tab in the menu.

Step 2. Select the stocks for which authorization is needed.

Step 2. Select the stocks for which authorization is needed.

Step 3. Click on Proceed to CDSL.

Step 3. Click on Proceed to NSDL.

Step 4. You will be navigated to the eDIS Authorization screen.

Step 4. You will be navigated to the eDIS Authorization screen.

Step 5. Click on Generate TPIN.

Step 5. Tick the T&C checkbox and click on Authorize.

Step 6. You will be navigated to CDSL Generate TPIN screen.

Step 6. You will be navigated to the NSDL site.

Step 7. Enter BOID, PAN

Step 7. Selected holdings are displayed on the screen.

Step 8. You will receive the OTP on your registered mobile number and email address.

Step 8. On the same screen below the MPIN field, there is an option to reset MPIN. On click of it OTP will be sent from NSDL.

Step 9. Set your 6-digit TPIN

Step 9. You will receive the OTP on your registered mobile number and email address.

Step 10. You will have to close the CDSL page manually (by clicking on ‘x’ button) and return to the mobile screen.

Step 10. Enter your OTP and reset your MPIN.

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Step 11. NSDL will display a success message, and a confirmation pop-up will appear. On clicking OK, you are redirected to the eDIS screen on the mobile app.

 

28. How can I change my CDSL TPIN?

Ans: Follow the steps given below to change your TPIN

 

Web Portal

Mobile App

Step 1. Go to the Demat Balance screen

Step 1. Go to the Demat Balance screen and click on Raise eDIS Request OR click on the eDIS Authorization from the Accounts tab in the menu.

Step 2. Click on Raise eDIS Request.

Step 2. Select the stocks for which authorization is required.

Step 3. On the eDIS screen, click on Change TPIN

Step 3. Click on Proceed to CDSL.

Step 4. You will be navigated to the CDSL Generate TPIN screen.

Step 4. You will be navigated to the eDIS Authorization screen.

Step 5. Enter BOID, PAN

Step 5. Click on Change TPIN.

Step 6. You will receive the OTP on your registered mobile number and email address

Step 6. You will be navigated to CDSL Change TPIN screen.

Step 7. Reset your 6-digit TPIN

Step 7. Enter BOID, PAN

Step 8. You need to close the CDSL page manually and return to the web portal screen.

Step 8. You will receive the OTP on your registered mobile number and email address

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Step 9. Set your 6-digit TPIN

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Step 10. You need to close the CDSL page manually (by clicking on ‘x’ button) and return to the mobile screen.

 

29. Is there any value restriction on trades that I have to authorize from my CDSL/NSDL Demat account?

Ans: There is a value cap of Rs. 5 Cr daily. This is w.e.f. 07th Nov'23. This value capping is defined by HDFC Bank/HDFC Securities ltd from time to time based on the internal risk management policy. 

 

30. Post Authorization from my Demat account, will I be able to sell Equity on both the exchanges?

Ans: Post authorization from CDSL/NSDL, you can sell Equity on any Exchange you are registered with ie NSE/BSE.

31. How can I authorize a transaction from NSDL Demat account using OTP?

Ans: Follow the below steps:

 

Web Portal

Mobile App

Step 1. Go to Demat Balance screen

Step 1. Go to Demat Balance screen and click on Raise eDIS Request OR eDIS Authorization from the Accounts tab in the menu.

Step 2. Click on Raise eDIS Request

Step 2. Select the stocks for which authorization is required.

Step 3. On the eDIS screen, you need to select the Equity for which authorization is needed.

Step 3. Click on Proceedto NSDL.

Step 4. Click on Submit for Authorization.

Step 4. You will be navigated to the eDIS Authorization screen.

Step 5. eDIS Authorization screen will be displayed.

Step 5. User needs to tick the T&C checkbox and click on Authorize.

Step 6. User needs to tick the T&C checkbox and click on Authorize.

Step 6. You will be navigated to the NSDL site.

Step 7. You will be navigated to the NSDL site.

Step 7. Selected holdings will be displayed on the NSDL screen.

Step 8. Selected holdings will be displayed on the NSDL screen.

Step 8. On the same screen below the MPIN field, there is an option to Authorize by OTP.

Step 9. On the same screen below the MPIN field, there is an option to Authorize by OTP.

Step 9. You will receive the OTP on your registered mobile number and email address.

Step 10. You will receive the OTP on your registered mobile number and email address.

Step 10. Post entering your OTP, you will be able to reset the MPIN. It is optional. User can skip it if required.

Step 11. Post entering your OTP, you will be able to reset the MPIN. It is optional. User can skip it if required.

Step 11. You will need to close the NSDL page manually and return to the mobile screen.

Step 12. NSDL will display a success message. Over that, a Confirmation pop-up will appear. On clicking OK, you will be redirected back to the eDIS screen on the HDFC Securities web portal.

Step 12. NSDL will display a success message. Over that, a Confirmation pop-up will appear. On clicking OK, you will be redirected back to the eDIS screen on the HDFC Securities web portal.

 

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