KYC Update on WebNotes

How to respond when Zerodha emails asking you to update KYC details

Sat, 20 Jun 2026 00:00:00 +0000

When Zerodha emails asking you to update your KYC details, verify the email’s sender domain first, then update the details yourself by logging in to account.zerodha.com , clicking Complete Rekyc, and working through the flow; the account reactivates within 48 working hours of completing every step. The request is legitimate where it comes from a Zerodha domain and routes you to log in and complete Re-KYC yourself; it is phishing where it comes from a lookalike domain or asks you to enter your password or OTP into a link.

How to update KYC using DigiLocker for Zerodha re-KYC

Sat, 20 Jun 2026 00:00:00 +0000

You update KYC through DigiLocker for Zerodha by refreshing your Aadhaar document in DigiLocker so the latest UIDAI data, including your address, is the version Zerodha pulls in, and then running a re-KYC in Console that fetches PAN and Aadhaar from DigiLocker. The DigiLocker step on its own does not change your Aadhaar or PAN data, and it does not update your KYC with Zerodha; it only ensures the document Zerodha fetches is current. The actual update to your securities-market KYC happens when the re-KYC is submitted and filed with the KRA .

How to update KYC address for mutual funds

Tue, 19 May 2026 00:00:00 +0000

Updating your KYC address across mutual fund folios is a common operational need after relocating residences, marriage, or correcting historical record errors. The procedure can be completed online for most investors and propagates across all AMCs once the central KYC record is updated.

This guide covers the procedure across the major channels.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. No commercial relationship with CAMS, KFin, or any AMC.

How to change your email address on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Your registered email address at Zerodha is used for contract note delivery, account statements, tax documents (P&L and tax P&L reports), security alerts, and official communications from Zerodha. It is also the primary credential for raising support tickets and the fallback for login recovery. Keeping the email address current is important for account security and tax compliance.

This guide explains how to update the email address on a Zerodha account.

How to change your mobile number on Zerodha

Tue, 12 May 2026 00:00:00 +0000

Your registered mobile number at Zerodha is the primary channel for two-factor authentication (2FA) on Kite (login OTP), CDSL TPIN-based OTPs for delivery instructions, and transactional SMS alerts. Keeping it current is essential for account security. This guide explains how to update the registered mobile number.

Step 1: Log in to Zerodha Console

Open Zerodha Console and log in. Navigate to Profile (top-right profile icon or the side menu). Under the profile section, review available account modification options.

How to re-KYC an existing Zerodha account

Tue, 12 May 2026 00:00:00 +0000

This guide explains how to complete a KYC renewal (re-KYC) for an existing Zerodha demat and trading account, covering the regulatory requirement, the documents needed, and the online process through Console.

Step-by-step procedure

Step 1: Understand why re-KYC is required

SEBI’s Prevention of Money Laundering (Maintenance of Records) Rules, 2005, and SEBI circular on Know Your Customer standards require intermediaries (including stockbrokers and depository participants) to periodically re-verify client identity and address information. This is called periodic KYC update or re-KYC.