Guides
A growing collection of how-to guides and reference notes.
- NRI trading account
Stub article on NRI trading account. A full encyclopedic entry is pending.
- Non-Banking Financial Company (NBFC)
Stub article on Non-Banking Financial Company (NBFC). A full encyclopedic entry is pending.
- Mutual fund KYC
Stub article on Mutual fund KYC. A full encyclopedic entry is pending.
- MCX additional margins as a cost of carry
ELM, additional, tender-period and delivery-period, and pre-expiry margins on MCX futures are blocked capital, not a fee, but they raise the effective cost of holding a position into expiry.
- Kite app code: what it is and how it works as a login factor
The Kite app code is a 30-second TOTP shown in the Kite mobile app that you type into Kite web as your second login factor. Here is how it works and where to find it.
- Kite app code vs external TOTP vs SMS OTP: which second factor to use
Kite offers three second-factor login methods: the in-app app code, an external authenticator TOTP, and SMS OTP. External TOTP is the most secure and reliable. Here is the full comparison.
- IFSC code
Stub article on IFSC code. A full encyclopedic entry is pending.
- How to verify whether an email is genuinely from Zerodha
Check the sender domain against Zerodha's eleven authorised domains, never click login links from email, and cross-verify any request inside account.zerodha.com.
- How to verify a call or SMS claiming to be from Zerodha
Verify a call, SMS, or person claiming to be from Zerodha by matching the number to the official list. Zerodha never asks for your OTP, password, or a fund transfer.
- How to upload multiple financial proof files on Zerodha Console
Zerodha accepts only one financial-proof file for F&O activation, so multiple documents must be merged into a single PDF or zipped. Covers the accepted proofs, the Console upload path, and format limits.
- How to update the TIN on a Zerodha account
Update your Tax Identification Number (TIN) on Zerodha through the FATCA declaration when you are a foreign tax resident. Here is where, how, and why the email asks for it.
- How to update PAN and residential status when you become an NRI
Become an NRI? Update your PAN residential status on the ITD, then convert your resident Zerodha account to NRI-NRO through re-KYC. Here is the full process and its implications.
- How to update KYC using DigiLocker for Zerodha re-KYC
Refresh your Aadhaar in DigiLocker so the address and document Zerodha fetches during re-KYC are current. What DigiLocker can update and what it cannot.
- How to update income details on Zerodha
Stub article on How to update income details on Zerodha. A full encyclopedic entry is pending.
- How to unlink Aadhaar from a Zerodha account
What unlinking Aadhaar from a Zerodha demat account actually means: you can withdraw DigiLocker consent, but a completed Aadhaar eKYC cannot be stripped without re-KYC, and PMLA fixes a five-year retention floor.
- How to unfreeze a Zerodha demat account frozen for an inactive mobile number
Unfreeze a Zerodha demat frozen for an inactive mobile by updating your number at console.zerodha.com/account, OTP, IPV and eSign. Unfreezes in 48 working hours.
- How to unblock a blocked Kite account
Kite blocks the account after five wrong password attempts. There is no unblock button; resetting your password through Forgot user ID or password unblocks it automatically.
- How to transfer shares between demat accounts
Stub article on How to transfer shares between demat accounts. A full encyclopedic entry is pending.
- How to track a Zerodha ticket
Track a Zerodha ticket on support.zerodha.com: tap Track tickets, sign in, open My tickets to see every ticket and its status. Updates also arrive by email.
- How to stop unsolicited stock-tip SMS and report them
Stop unsolicited stock-tip and guaranteed-return SMS using TRAI DND on 1909, report spam and fraud, and complain to SEBI. Zerodha does not send stock tips by SMS.
- How to set up your password on Zerodha
Zerodha never emails a ready-made password. You set your own from the welcome-email link, then create a 6-digit PIN or TOTP for two-factor authentication.
- How to set up TOTP on Zerodha Kite
Set up time-based OTP on Kite with Google Authenticator or Authy: open My profile, scan the QR or copy the key, enter the code with your password, click Enable.
- How to sell holdings without POA or DDPI on Zerodha
Without a POA or DDPI you sell Zerodha holdings through CDSL eDIS: authorise the debit with your CDSL TPIN and OTP on each sell. Step-by-step flow, limits and timing.
- How to secure an Indian trading and demat account: best practices
Best practices to secure an Indian trading and demat account: external TOTP over SMS, device hygiene, phishing and vishing defence, DDPI over POA, and Console monitoring.
- How to revoke connected apps on Kite
Revoke access for apps like Sensibull, smallcase and Streak connected via Kite Connect. Open Apps under My Profile on Kite web or Connected Apps on the Kite app, then tap Revoke.
- How to revoke a POA or DDPI mapped to your Zerodha account
Revoke a POA or DDPI mapped to Zerodha using the Revocation of POA-DDPI form, e-signed via a ticket or couriered offline. Processing takes up to 5 working days; account reverts to CDSL TPIN.
- How to respond when Zerodha emails asking you to update KYC details
Verify the sender domain, then update KYC yourself by logging in to account.zerodha.com and completing Re-KYC; a dormant account reactivates within 48 working hours.
- How to respond when Zerodha emails asking you to re-submit documents
Verify the email's sender domain, then submit the requested documents through a Zerodha support ticket within 30 days; the account is unblocked within 48 working hours.
- How to respond when Zerodha emails asking for clarity on your trades
Zerodha sends a trade-clarity email when an exchange surveillance alert flags your trades. Reply truthfully within 3 working days or risk an account freeze.
- How to respond to an additional-documents email from Zerodha
If Zerodha emails you for additional documents during onboarding or re-KYC, verify the email is genuine, then upload via your own login at support.zerodha.com only.