Guides
A growing collection of how-to guides and reference notes.
- Alert-Triggered Order (ATO) on Kite
An Alert-Triggered Order on Kite attaches a basket of up to 20 orders to a price alert, placing them automatically when the alert fires. Setup, limits, and the basket flow.
- Agri position limits on Zerodha
How client-level and member-level position limits work for agri commodity derivatives, the near-month caps, and why agri has stricter limits than bullion or energy.
- Zerodha weekly statement email
Zerodha emails a weekly statement of funds and securities to every client, an exchange-mandated record of ledger balances, holdings and pending settlement obligations.
- Zerodha trade SMS and email alerts from the exchanges
The SMS and email you get after every Zerodha trade come from NSE, BSE and MCX, not the broker, under a SEBI investor-protection mandate. Here is what they mean.
- Zerodha tax P&L statement
Stub article on Zerodha tax P&L statement. A full encyclopedic entry is pending.
- Zerodha reversal trades clarification email
Zerodha emails for clarification on reversal trades when exchange surveillance flags buy-and-sell trades that cancel out. Here is what it means and how to respond.
- Zerodha regtech and data privacy: who processes your KYC data
Opening a Zerodha account routes your data through KRAs, CKYC, CDSL, CAMS, KFintech, Digio e-sign and penny-drop. What each holds, the legal basis, and your DPDP rights.
- Zerodha policies and procedures: the mandatory broker policy
Zerodha's policies and procedures is the SEBI-mandated broker policy document covering RMS, inactive accounts, brokerage, penny stocks, margin shortfall and AML.
- Zerodha offline account processing time
How long an offline, couriered Zerodha account takes to open and activate: dispatch, transit, email review, the 72-working-hour verification window, and exchange activation, set against the same-week online flow.
- Zerodha official social media handles and how to spot fakes
Zerodha's verified social media handles and domains, the table of official accounts on X, Instagram, YouTube and more, and how to spot impostor handles using SEBI verification.
- Zerodha new device login notification
Zerodha sends a new-device notification the moment your Kite password is entered on an unfamiliar device, before 2FA. Here is how to verify it and secure the account.
- Zerodha multiple incorrect 2FA notification
Zerodha sends a notification after multiple incorrect 2FA entries, and the account blocks after 5 wrong attempts. Here is the threshold and the unblock route.
- Zerodha login from a different city alert
Zerodha sends a login-from-different-city email when you sign in from a new city or IP address. Here is what triggers it, when to worry, and what to do.
- Zerodha IP address shared alert
Zerodha sends an IP-shared alert when multiple accounts log in from the same device or network, under an NSE compliance rule. Here is what it means and what to do.
- Zerodha IEPF FAQs: unclaimed shares and dividends
Shares and dividends unclaimed for seven years transfer to the IEPF under the Companies Act 2013; for Zerodha clients this is at the company level, claimed via Form IEPF-5.
- Zerodha email: your registered mobile number is blocked
Zerodha emails you when your registered mobile number is blocked or inactive on TRAI's list. It can freeze the demat account. Here is why, and the update fix.
- Zerodha email: multiple accounts share the same mobile or email
Zerodha emails you when one mobile number or email ID is linked to several trading accounts. SEBI requires unique contact details. Here is why, and how to fix it.
- Zerodha email asking for bank proof
Zerodha emails for bank proof when the automated penny-drop verification fails at onboarding or a bank update. Valid proof is a cancelled cheque, statement or passbook.
- Zerodha economic event reminder email and notification
Zerodha's economic event reminder email and push notification come from the Remind Me feature on the Kite economic calendar. Set at 8:30 AM on the event day.
- Zerodha document pick-up service
Whether Zerodha offers a physical document pick-up for account opening, why eSign and online eKYC make pick-up largely unnecessary, and why a self-arranged tracked courier is the practical path for offline documents.
- Zerodha data deletion request: what can and cannot be erased
Zerodha cannot permanently delete client records on request; SEBI requires brokers to keep client documents for at least 8 years. DPDP erasure yields to that retention duty.
- Zerodha cyber-security and the SEBI CSCRF framework for brokers
Zerodha's cyber-security posture and the SEBI Cyber Security and Cyber Resilience Framework (CSCRF) that binds stock brokers: the obligations, the protections, and the governing circular.
- Zerodha client password and credential policy
Zerodha sets no password in the welcome email; the client creates one at first login, then a mandatory second factor (App Code or TOTP) is added under SEBI rules.
- Zerodha CKYC and re-KYC: how the statuses work
How CKYC and re-KYC work for a Zerodha account: CKYC versus KRA KYC, when re-KYC triggers, and what the validated, registered and on-hold statuses mean for trading.
- Zerodha Bulletin, Pulse and the trading-holiday calendar
Bulletin carries Zerodha's circulars and market holidays, Pulse aggregates financial news, and the holiday calendar lists NSE and BSE trading off-days for 2026.
- Zerodha account closure charges
Zerodha charges nothing to close a trading and demat account, including closure-cum-transfer of holdings. You clear any debit balance first; AMC stops on processing.
- Why Zerodha runs separate apps instead of one super-app
Zerodha keeps Kite, Console, Coin, Varsity, Pulse and Nudge as separate products to avoid bloat, serve distinct users, and feed an open Kite Connect ecosystem.
- Why Zerodha discontinued the demat POA and moved to DDPI
SEBI discontinued the broker demat POA for new clients and replaced it with the DDPI from 2022. The timeline, the Karvy trigger, the SEBI and CDSL circulars, and what changed.
- Why Zerodha blocks Rediffmail email IDs
Zerodha restricts Rediffmail email IDs because of cyberattacks on those accounts and frequent email-delivery failures. Switch to a deliverable provider. Here is why.
- Why the Zerodha welcome email has a user ID but no password
The Zerodha welcome email carries your client ID but never a password, because the password is set by you on first login through a credential-creation link, and brokers never email passwords.