I noticed that I don’t have the option to enter trusted details or group by column when I’m trying to register for the CDSL. Could you please help me with this?
Hi @Raj27
You can add or edit trusted details under the “Miscellaneous” section. Let us know if you face any difficulties.
Hi there!
I transferred my shares from another broker to Dhann today, and I can see the stock is now visible. Could you help me add the buy price for shares? How do I go about doing that?
Hi Team,
I am new to Dhan. I would like to transfer shares from another broker. Before that, I would like to know, after transfer will I get chance to update share purchase date, quantity and average price for same stock to maintain transaction history from previous broker?
Hi @Mathavaprakash, yes you will.
Please find below a representational image on the details we request for after your shares are successfully transferred.
Hi @Anirudha,
I have transferred a stock and would like to enter below three transactions which I bought on different broker. I would like to maintain these trades to calculate XIRR and tax gain/loss purposes. Dhan allows me to enter only date and average price. Is there any other way to enter these three trades for same stock?
Hi @Mathavaprakash,
Currently, this is not feasible. You would have to calculate and enter the average buy price and pick one date only, preferably the earliest date of purchase.
Can we add multiple brokers on linking step? i am successful with one broker (paytm money).
however getting errors why trying with other broker (fyers, flattrade). Should i need to wait for some time, before linking another broker (As buyer)
I am getting below errors when i want to add second beneficiary.
|Beneficiary set up for off-market transactions is not present for input demat account number|
||
If i click on BO linking → Setup,
i get errror, BO linking setup already exist for seller
even after adding beneficiary pan and bo id i am not able to see the bo id of transferee when i doing transaction setup
is this process useful if i want to transfer shares from my shan account to my mothers angel account
I feel that the relevant and responsible organizations should have made the process much simpler. Since they are charging so much in taxes, STT, and various other fees, there should at least be an easier, one-click solution for investors. Additionally, a port-like facility should be provided at least once or twice a year, allowing users to switch platforms without unnecessary complexity.
Another concern is what will happen to SmallCase users. Dhan does not charge any fees for SIP or lump sum investments in SmallCase, yet I am unable to take advantage of this benefit despite being a Dhan user due to the sheer complexity of the process.
Hello @rahulmodi0902, Welcome to MadeForTrade community
We tried reaching you on your registered number, but unfortunately, we couldn’t connect. Could you please let us know a convenient time to call so we can assist you with your concerns.
We look forward to connecting with you!
I’m at Bulk Setup > Transaction Setup stage but ISIN details not listed after selecting Entity Idenifier aa NA. Do I have to fill additional details in other fields also here, please guide. FYI I have already checked and BOID of respective brokers are correct.
@Anirudha @Poornima hi, in case of transfer from other broker to Dhan , is it possible to update both purchase price as well as purchase date?? Or I can only update purchase price??
Hi @Cool2050,
Apologies for missing this. Yes, you’ll be able to add the price and date after your shares are transferred. The option will be available 24 hours after the transfer.
@Poornima thanks, I have just transferred today for getting hands on experience.
@Poornima Hi,
I have received transferred stocks and updated both price and date.
Though it is not showing in Trades , hopefully will show tomorrow.
Now one complex query for you.
I have daily sip for mutual funds. So there are approximately 500 entries for price and date. So if I transfer it then how can I update this data after transfer??
Waiting for your reply.