Family declaration on Console

Mon, 11 May 2026 00:00:00 +0000

Overview

The family declaration feature on Zerodha’s Console platform allows multiple Zerodha accounts belonging to members of the same family to be linked under a single declarant account. Once linked, the family members’ portfolios, profit and loss statements, and tax reports can be viewed in an aggregated format from the primary (declarant) account, while each member’s account remains legally and operationally independent.

The feature is designed for households where multiple family members – spouses, parents and children, siblings – each maintain individual Zerodha accounts but where the primary investor or financial planner in the family wants consolidated visibility over the household’s overall investment position without the administrative burden of logging into each account separately.

Joint Portfolio View on WebNotes

Family declaration on Console

Overview