Guides
A growing collection of how-to guides and reference notes.
- How to handle a freeze-quantity rejection on Zerodha
Step-by-step guide to understanding and resolving freeze-quantity order rejections on Zerodha Kite, including how to split large orders into compliant tranches for NSE and BSE equity and F&O.
- How to handle a fractional share entitlement
Guide to fractional share entitlements arising from bonus issues, stock splits, rights issues, mergers, and demergers on Zerodha: cash settlement, tax treatment, and what to expect.
- How to generate the request_token and access_token on Kite Connect
Step-by-step guide to completing the Kite Connect OAuth login flow, building the login URL, capturing the request_token, and exchanging it for a session access_token.
- How to generate a Kite Connect API key
Step-by-step guide to registering a Kite Connect app and obtaining your api_key and api_secret from the Zerodha developer console at kite.trade.
- How to fix Kite charting and streaming lag on Zerodha
A practical guide to diagnosing and resolving charting slowness, frozen live quotes, and streaming lag on Zerodha Kite web and the Kite mobile app, covering browser, network, and server-side causes.
- How to fix an 'order rejected: RMS' error on Zerodha
A systematic guide to diagnosing and resolving RMS (Risk Management System) order rejections on Zerodha Kite, covering all major RMS sub-codes across equity, F&O, commodity, and currency segments.
- How to fix an 'order rejected: insufficient margin' error on Zerodha
Step-by-step guide to diagnosing and resolving an insufficient-margin rejection on Zerodha Kite for equity, F&O, and intraday orders, including how margin is calculated and when to add funds.
- How to fix a UPI mandate timeout for an IPO application on Zerodha
Step-by-step guide to diagnosing and resolving a UPI mandate timeout when applying for an IPO through Zerodha Kite or Console, including how to reapply within the bidding window and when to escalate.
- How to fix a stuck KYC at Zerodha
Troubleshooting guide for Zerodha account opening or KYC update stuck at PAN, Aadhaar, IPV, bank verification, or e-sign steps, with specific fixes for each failure.
- How to fix a stuck 'pending verification' on Zerodha KYC
A practical guide to diagnosing and resolving a KYC application stuck in 'pending verification' on Zerodha, including document resubmission, DigiLocker linking, CKYC lookup, and escalation to SEBI SCORES.
- How to fix a price-band rejection on Zerodha
A step-by-step guide to understanding and resolving an order rejection caused by a price-band breach on Zerodha Kite, covering NSE and BSE daily price bands, how to check valid price ranges, and when to use market orders.
- How to fix a missing holding after delivery on Zerodha
A guide to tracing and recovering shares that are not visible in the Zerodha Kite holdings section after a buy delivery order, covering T+1 settlement, CDSL/NSDL depository credit, and corporate action edge cases.
- How to fix a DP-related sell rejection on Zerodha
A guide to diagnosing and resolving Depository Participant (DP) sell rejections on Zerodha Kite, including CDSL TPIN authorisation, DDPI, early pay-in, and short-delivery scenarios.
- How to fix a circuit-limit rejection on Zerodha
A guide to understanding and working around circuit-limit order rejections on Zerodha Kite, covering market-wide index circuit breakers, per-instrument price bands, and the distinction between the two.
- How to file ITR-3 with Zerodha F&O turnover
Step-by-step guide to filing ITR-3 for AY 2025-26 using Zerodha Console Tax P&L data, covering F&O turnover computation, Schedule BP, set-off of business losses, and tax-audit thresholds under section 44AB.
- How to file ITR-2 with Zerodha capital gains
Step-by-step guide to filing ITR-2 for AY 2025-26 using the capital gains statement downloaded from Zerodha Console, covering Schedule CG, Schedule 112A, and Finance Act 2024 rate changes.
- How to exit a smallcase position
Step-by-step guide to fully or partially exiting a smallcase investment on Zerodha, covering sell-all, partial exit, individual stock exit, capital gains implications, and post-exit demat state.
- How to exit a multi-leg F&O position on Zerodha
Step-by-step guide to cleanly closing all legs of a multi-leg options or futures position on Zerodha Kite, including basket exit, individual leg exit, and emergency close-out.
- How to enable nudges and the F&O kill switch on Zerodha
Step-by-step guide to enabling SEBI-mandated Kite nudges for F&O trading and activating the F&O kill switch to disable derivatives trading on your Zerodha account.
- How to enable instant Liquidcase pay-ins on Zerodha
Step-by-step guide to enabling Liquidcase-backed instant margin pay-ins on Zerodha, including how Liquidcase works, eligibility, the pledge and pay-in flow, fees, and what happens when holdings are used as margin.
- How to download the Tax P&L statement from Zerodha Console
Step-by-step guide to downloading the Tax Profit and Loss statement from Zerodha Console for a financial year, including scrip-level breakdowns for ITR filing.
- How to download the capital gains statement on Zerodha
Step-by-step guide to downloading the structured capital gains statement from Zerodha Console for equity delivery trades, including Finance Act 2024 rate changes.
- How to download Form 26AS-matching reports on Zerodha
Step-by-step guide to downloading the Zerodha Tax P&L and capital gains statement, cross-matching them with Form 26AS and AIS on the income tax portal, and reconciling discrepancies before filing ITR.
- How to download a Coin mutual fund statement
Step-by-step guide to downloading your mutual fund account statement from Zerodha Coin: Console portfolio statement, CAMS CAS, KFintech CAS, and NSDL/CDSL demat statement options.
- How to do Zerodha IPV (in-person verification) via video
Step-by-step guide to completing Zerodha's mandatory video in-person verification (IPV) during account opening, including camera setup and common failure fixes.
- How to do tax-loss harvesting on Zerodha at year-end
Step-by-step guide to identifying unrealised losses in Zerodha holdings, executing tax-loss harvesting trades before 31 March, and reporting harvested losses in ITR-2 or ITR-3 to reduce capital gains tax liability.
- How to do BTST on Zerodha
Step-by-step guide to executing a Buy Today Sell Tomorrow (BTST) trade on Zerodha Kite, covering the mechanics, settlement risk, short delivery and applicable charges.
- How to do an off-market transfer to a family member via Zerodha
Step-by-step guide to transferring equity shares from your Zerodha demat account to a family member's demat account using CDSL Easiest, including gift tax, stamp duty, and capital gains considerations.
- How to do a transmission of shares at Zerodha (death of holder)
Step-by-step guide to transmitting shares held in a Zerodha demat account to a nominee or legal heir after the death of the account holder, covering CDSL procedures, required documents, and timelines.
- How to do a lump-sum mutual fund purchase on Coin
Step-by-step guide to making a one-time lump-sum mutual fund investment on Zerodha Coin: scheme selection, amount entry, payment, NAV cut-off rules, and unit verification.