Account Management on WebNotes

How to add a secondary bank account on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Zerodha permits resident Indian clients to link up to three bank accounts to a single trading account: one primary account and up to two secondary accounts. Secondary bank accounts can be used to add funds via NEFT, RTGS, or IMPS. Withdrawals, however, are always routed to the primary bank account. This guide walks through the complete procedure for adding a secondary bank account via Zerodha Console , the penny-drop verification process, and how the secondary account can be used once activated.

How to change your primary bank account on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Changing the primary bank account on Zerodha determines where all fund withdrawals are sent and which bank account is accepted for UPI fund additions. The change is initiated through Zerodha Console and requires document verification by the Zerodha operations team, making it a process that takes several business days to complete. This guide explains the full procedure, the document requirements, the processing timeline, and the downstream changes you must make after the primary bank account is updated.

How to recover a forgotten Kite password on Zerodha

Tue, 12 May 2026 00:00:00 +0000

If you have forgotten your Kite trading password, Zerodha provides a self-service password reset flow accessible from the login screen. The process requires access to the mobile number registered with your Zerodha account, as the OTP for identity verification is sent to that number.

This guide covers the standard reset flow, troubleshooting when the OTP does not arrive, and what to do if your account appears locked.

Conflict-of-interest disclosure. This guide is published by the WebNotes Editorial Team for informational purposes and is written independently. WebNotes operates a Zerodha account-opening referral programme, disclosed on the pages that carry the referral link; this guide does not carry it and earns no referral commission from the procedure described here.

How to recover a forgotten Kite user ID on Zerodha

Tue, 12 May 2026 00:00:00 +0000

The Kite login screen requires a Zerodha client ID (also called user ID) rather than a username or email address. The client ID is a 6-character alphanumeric code assigned at account opening (e.g., AB1234). Forgetting this ID is common, especially among infrequent traders.

Recovering the client ID does not require password access and can be done in several ways, most of which take under a minute.

How to remove a bank account on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Zerodha allows up to three bank accounts to be linked to a single trading account. If you need to free up a slot for a new account, or if you have closed a bank account that was linked to Zerodha, you can remove a secondary bank account through Zerodha Console . The primary bank account cannot be removed directly; you must first change it to a different account and then remove the old primary (which becomes a secondary after the change). This guide covers the complete removal procedure, pre-removal checks, and the downstream effects on eMandates and fund additions.

How to reset 2FA on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Zerodha requires two-factor authentication (2FA) for all Kite logins. The two options are:

TOTP (Time-based One-Time Password): generated by an authenticator app on your phone (Google Authenticator, Authy, Microsoft Authenticator, or any RFC 6238-compliant app).
SMS OTP: a 6-digit code sent to the mobile number registered with Zerodha.

A 2FA reset is needed when you lose access to your authenticator app (phone replaced, app deleted, app data lost) or when the TOTP codes generated by the app no longer match the expected codes (time-sync issue).