Guides
A growing collection of how-to guides and reference notes.
- How to disable TOTP on Zerodha Kite
Disable external TOTP on Kite under My profile, Password & security, Disable external TOTP, then enter your password. You cannot remove 2FA fully; it reverts to SMS OTP.
- How to create a Zerodha ticket without logging in
Yes. On support.zerodha.com, open the matching article, tap Create ticket, select No at the login prompt, enter an email, attach files, submit, and verify with an OTP.
- How to create a support ticket at Zerodha
Create a Zerodha support ticket on support.zerodha.com: open the matching help article, tap Create ticket, log in, describe the issue, attach up to 6 files.
- How to contact a Zerodha representative to open an account
How to reach a Zerodha representative to open an account: the new-account desk numbers, the support ticket, the branch and partner network, and what a representative can and cannot do versus the self-serve online flow.
- How to close a Zerodha demat account and keep trading
Zerodha does not let you close the demat alone while keeping the trading account, because settlement needs it. The real route to cut demat cost is BSDA. Here is the procedure and the alternatives.
- How to claim a refund of an account opening fee at Zerodha
Resident-individual opening is free, so most clients paid nothing. This guide covers when an opening fee is refundable, how to raise the ticket, and the cases where no fee was ever charged.
- How to check your KYC status for a Zerodha account
Check your KYC status for a Zerodha account by PAN on the KRA portals (CVL, NDML, CAMS, KFin, DotEx) and learn what validated, registered, on hold and rejected mean.
- How to check whether POA or DDPI is active on Zerodha
Check whether a POA or DDPI is active on your Zerodha account from the Kite profile and the holdings authorisation behaviour. Where the indicator sits and what it means.
- How to change your Zerodha user ID
No. The Zerodha user ID is registered on the exchange to track every transaction, so it is permanent and cannot be changed or customised. You can recover it, not edit it.
- How to change the name on a Zerodha account
Change your Zerodha account name by first updating it with the Income Tax Department, then re-KYC online or couriering documents. Charge Rs 25 plus GST.
- How to change the mobile or email before opening a Zerodha account
How to correct the mobile number or email ID while a Zerodha application is still in progress: raise a support ticket with the new and current contact details, updated within 48 working hours, distinct from the post-opening modification flow.
- How to change residential status on a Zerodha account: resident to NRI
Changing residential status on Zerodha means closing the resident account and opening a fresh NRI account on an NRO basis: the documents, FEMA bank redesignation, fresh KYC and how holdings move.
- How to avoid IPO application rejection on Kite
Stop IPO application rejections on Zerodha Kite: fix PAN mismatch, duplicate PAN, unapproved mandate, third-party UPI, insufficient balance, and a frozen demat.
- How to avoid entering CDSL TPIN and OTP every time you sell on Zerodha
Activate DDPI to stop entering a CDSL TPIN and OTP on every sell at Zerodha. The eDIS authorisation runs per sell; DDPI authorises the debit automatically once.
- How to attach files to a Zerodha ticket
Attach files to a Zerodha ticket: tap Choose file when creating it, or use My tickets or an email reply to add up to 6 files, each under 5 MB, when responding.
- How to attach files larger than 5 MB to a Zerodha ticket
Files over 5 MB will not attach to a Zerodha ticket. Upload to Google Drive, set Anyone with the link, copy the link and paste it into the ticket. Compress or split too.
- How to add an employer's email to a Zerodha account
Add an employer's email to a Zerodha account by raising a ticket with a request letter on the employer's letterhead, with the authorised seal and signature. Here is how.
- How to add a holder to an existing Zerodha account
You cannot add a holder to an existing single Zerodha demat account; the holder pattern is fixed at opening. The route is a new joint account plus a transfer.
- Google Authenticator
Stub article on Google Authenticator. A full encyclopedic entry is pending.
- Foreign Exchange Management Act (FEMA), 1999
Stub article on Foreign Exchange Management Act (FEMA), 1999. A full encyclopedic entry is pending.
- FATF lists and your Zerodha account
The FATF black and grey lists decide whether an NRI or foreign national can open a Zerodha account. Black-list residents are barred; grey-list residents need approval.
- Exchange-traded fund (ETF)
Stub article on Exchange-traded fund (ETF). A full encyclopedic entry is pending.
- Does Zerodha solicit fund transfers to personal accounts?
Zerodha never solicits fund transfers to a personal or third-party account. Client money moves only from your registered bank or UPI to the regulated broker pool and is upstreamed to clearing corporations.
- Does Zerodha give a brokerage discount for high volume?
No. Zerodha's flat Rs 20 or 0.03 per cent per executed order brokerage is uniform regardless of turnover, with no volume tiers; the flat model already favours large traders.
- Digital Personal Data Protection Act, 2023
Stub article on Digital Personal Data Protection Act, 2023. A full encyclopedic entry is pending.
- Digio
Stub article on Digio. A full encyclopedic entry is pending.
- Depository
Stub article on Depository. A full encyclopedic entry is pending.
- Delivery Instruction Slip (DIS)
Stub article on Delivery Instruction Slip (DIS). A full encyclopedic entry is pending.
- Data Principal (DPDP Act)
Stub article on Data Principal (DPDP Act). A full encyclopedic entry is pending.
- Data Fiduciary (DPDP Act)
Stub article on Data Fiduciary (DPDP Act). A full encyclopedic entry is pending.