https://v2.webnotes.in/tags/account-opening/Recent content in Account Opening on WebNotesHugoen-INTue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-zerodha-ipv-video/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-zerodha-ipv-video/<p>This guide explains how to complete the mandatory in-person verification (IPV) step during Zerodha account opening using the video-based verification feature, as required by SEBI for all new broker-client relationships in India.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>Physical PAN card (the original card, not a photocopy or screenshot). A printed copy of an e-PAN downloaded from the Income Tax portal is acceptable if the name, PAN number, and photograph are clearly visible.</li> <li>A smartphone or computer with a working front-facing camera and microphone.</li> <li>Good lighting: face a window or a bright overhead light. Do not sit with a bright window behind you (backlit images are typically rejected).</li> <li>Stable internet connection. Video IPV sessions that drop mid-stream must be restarted from the beginning.</li> <li>The IPV step is part of the Zerodha online account opening flow. It is accessible only after the Aadhaar eKYC and photograph/signature upload steps are complete.</li> </ul> </div> </aside> <hr> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <h3 id="step-1-understand-the-ipv-requirement">Step 1: Understand the IPV requirement</h3> <p>SEBI mandates in-person verification for all new trading and demat account relationships. The objective is to confirm that the person applying is the same individual whose documents were submitted. Zerodha fulfils this through an automated video verification session, which is recorded and retained by Zerodha for compliance purposes.</p>https://v2.webnotes.in/how-to-fix-stuck-kyc-verification-zerodha/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-fix-stuck-kyc-verification-zerodha/<p>After submitting documents for a new <a href="https://v2.webnotes.in/zerodha/">Zerodha</a> account, some applicants find their KYC status stuck on <strong>&ldquo;Pending Verification&rdquo;</strong> for longer than the normal 2 to 5 business-day window. In some cases, the application is silently rejected and the status never updates to &ldquo;Rejected&rdquo; in the portal.</p> <p>Understanding the KYC pipeline, which involves Zerodha&rsquo;s internal team, CKYC (Central KYC Registry), and UIDAI&rsquo;s DigiLocker, helps identify where the delay has occurred and what action to take.</p>https://v2.webnotes.in/how-to-track-zerodha-account-status/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-track-zerodha-account-status/<p>This guide explains how to check the status of a Zerodha account opening application, interpret the status messages at each stage, and take corrective action if the application is delayed or stuck.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>The mobile number used to begin the Zerodha sign-up process, or the application reference number from the confirmation email sent after the sign-up was initiated.</li> <li>The account opening process may be fully online (for individual resident accounts) or involve physical document dispatch (for NRI, HUF, corporate, or minor accounts). Tracking methods differ slightly.</li> <li>For applications involving physical forms, the courier tracking number from the dispatch (for NRI or non-individual accounts) is needed in addition to the above.</li> </ul> </div> </aside> <hr> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <h3 id="step-1-understand-the-account-opening-stages">Step 1: Understand the account opening stages</h3> <p>A Zerodha account application goes through several stages before it is activated. For an individual online application (resident Indian), the stages are:</p>https://v2.webnotes.in/how-to-upload-signature-photo-zerodha/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-upload-signature-photo-zerodha/<p>This guide explains how to prepare and upload a photograph and specimen signature for a Zerodha account opening or KYC update, including the specific format, size, and quality requirements Zerodha accepts.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">Prerequisites</strong> <div class="callout__body"><ul> <li>A smartphone with a camera (8 MP or above is sufficient) or a flatbed scanner.</li> <li>A clean white sheet of A4 or letter paper and a dark blue or black ballpoint pen.</li> <li>A recent passport-size photograph (physical print, or a high-resolution digital photograph taken against a plain light background).</li> <li>Access to a basic image-editing application (the crop and resize tools in any smartphone photo app are sufficient).</li> </ul> </div> </aside> <hr> <h2 id="step-by-step-procedure">Step-by-step procedure</h2> <h3 id="step-1-prepare-the-signature-on-paper">Step 1: Prepare the signature on paper</h3> <p>Take a clean, unlined sheet of white paper. Using a dark blue or black ballpoint or gel pen, sign your name exactly as you would sign a bank cheque or legal document. This signature becomes your specimen signature on file with Zerodha and the depository.</p>https://v2.webnotes.in/zerodha-account-opening-charges/Mon, 11 May 2026 00:00:00 +0000https://v2.webnotes.in/zerodha-account-opening-charges/<h2 id="overview">Overview</h2> <p><a href="https://v2.webnotes.in/zerodha/">Zerodha</a> charges a one-time account opening fee of Rs 200 for the equity and derivatives trading account bundled with a CDSL demat account. An additional Rs 100 is charged for adding a commodity trading account (for MCX trading). NRI account opening carries a higher fee of Rs 500, reflecting the additional compliance and documentation requirements. There are no annual renewal charges for the trading account itself; the separate <a href="https://v2.webnotes.in/zerodha-amc-charge/">annual maintenance charge (AMC)</a> of Rs 300 plus GST applies to the CDSL demat account from the second year onward.</p>https://v2.webnotes.in/how-to-open-zerodha-account/Mon, 11 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-open-zerodha-account/<p>This guide walks through the complete process of opening a Zerodha demat and trading account online. The entire process is digital, takes approximately 15 minutes for most applicants, and requires no physical paperwork or branch visit.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">What you need before you start</strong> <div class="callout__body"><ul> <li><strong>PAN card</strong>: A valid, active Permanent Account Number issued by the Income Tax Department.</li> <li><strong>Aadhaar card</strong>: Your 12-digit Aadhaar number must be linked to a mobile number that is active and accessible (OTP will be sent to that number).</li> <li><strong>Bank account</strong>: A savings or current account in your name with a valid IFSC code (for verification and fund transfers).</li> <li><strong>Smartphone or computer with webcam</strong>: Required for the video-based in-person verification (IPV) step.</li> <li><strong>Rs 200</strong>: The one-time non-refundable account opening fee.</li> </ul> </div> </aside> <hr> <h3 id="step-1-visit-zerodhacom-and-click-sign-up">Step 1: Visit zerodha.com and click Sign up</h3> <p>Open zerodha.com in a web browser on your computer or smartphone. Click the <strong>Sign up</strong> button on the homepage. You can also download the Zerodha Kite app from the App Store or Google Play and begin from the app; the process is identical.</p>