The process is quite simple.
1. Obtain CML (Client Master List) document from Zerodha.
2. Submit the same to ICICI Direct with a plain paper application for transfer to Zerodha account.
3. They will require you to fill out individual DIS (Deivery Instruction Slips) for all the transfers to be done, in case you are selective about what to transfer. They may require some more documents (specific to ICICI Direct) in case of closure / complete portfolio transfer.
4. The signed DIS and other documents are submitted along with CML of Zerodha to ICICI Direct under a plain paper application for transfer of portfolio.
5. The rest process is responsibility of ICICI Direct.
6. It may take up to 5-7 working days for portfolio to start reflecting in your Zerodha account.
7. Mismatched records may not be transferred (happens).
8. Pse ensure you keep scanned copies of all documents submitted.
9. Pse ensure that you download and compare your latest portfolio holdings in ICICI direct with CDSL /NSDL website / statement (against your PAN Card) before you start this process to keep track of your portfolio.
10. Once transfer is complete, check against downloaded ICICI direct portfolio records for completeness.
11. You can also refer to this process on Zerodha website under FAQ.
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