https://v2.webnotes.in/tags/account-services/Recent content in Account Services on WebNotesHugoen-INTue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-close-zerodha-account/Tue, 12 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-close-zerodha-account/<p>This guide explains how to permanently close a Zerodha demat and trading account, covering prerequisites, the form submission process, and what happens to any residual holdings or balance.</p> <aside class="callout callout--key" role="note"> <strong class="callout__label">Before you begin</strong> <div class="callout__body"><ul> <li>All open positions (intraday, F&amp;O, currency, commodity) must be squared off.</li> <li>All holdings in the demat account must be sold or transferred out to another depository account.</li> <li>All funds in the trading account must be withdrawn to your linked bank account.</li> <li>Any outstanding dues (annual maintenance charges, margin shortfalls, or other fees) must be cleared.</li> <li>Ensure no active SIPs, GTT orders, basket orders, or recurring mandates are running.</li> </ul> </div> </aside> <hr> <h3 id="step-1-settle-all-open-positions-and-outstanding-dues">Step 1: Settle all open positions and outstanding dues</h3> <p>Log in to <a href="https://v2.webnotes.in/kite-zerodha/">Zerodha Kite</a> and confirm that the <strong>Positions</strong> tab shows no open intraday, futures, or options positions. Check the <strong>Console</strong> equity dashboard to verify that your MTM (mark-to-market) balance is zero or positive.</p>