How to Open a Zerodha Account Online?

Opening an individual Zerodha account online is a seamless process, provided your mobile number is linked to your Aadhaar. Follow these steps to get started:

Steps to Open a Zerodha Account Online

How to Open a Zerodha Account Online?

Once you open an account, you can easily invest or trade in multiple asset classes such as mutual funds, equity, IPOs, currencies and much more. Here are the steps to open an account:

Step 1: Visit the Zerodha website and click on sign up.

Step 2: After signing up, you will be redirected to a page where you need to enter your mobile number and the OTP received on your mobile number.

Step 3: Provide the required information such as your name, email ID, date of birth, and PAN information and click on continue.

Step 4: Pay account opening charges through card or UPI.

Step 5: On Digilocker, enter your Aadhar number.

Step 6: Enter OTP to allow Zerodha to access your Aadhar data.

Step 7: Once Zerodha successfully accesses your data, you will be redirected to a profile page. Provide the required information on the profile page.

Step 8: Link your bank account.

Step 9: On the IPV page, allow your browser to access the camera. Record the video and confirm that you are the person.

Step 10: Upload the documents.

Step 11: Proceed for e-sign. Check for all the information and at the bottom click on the sign.

Step 12: Enter your VID or Aadhar number and then enter OTP.

Step 13: Once OTP is verified it means the e-sign is completed.

Step 14: After verification, you will get your login credentials on your email ID.

Documents Required to Open a Zerodha Account Online

To open a Zerodha account, the following documents are required:

• Self-attested copy of the PAN.
• A scanned copy of the applicant’s signature. The signature should be done with a black or blue ballpoint or ink pen. Sketch pens or markers are not allowed. 
• Aadhar card
• Bank proof in the client’s name. You can provide any one of the following as bank proof:

1. Personalised cancelled cheque with the name printed on it
2. Bank statement
3. Bank passbook copy with the bank account number, bank logo, seal, MICR, and IFSC code visible.

• Income proof is needed if you want to trade in F&O. You can provide any one of the following as income proof.

1. Bank statement with bank logo and seal for the last six months. The average balance should be more than Rs. 10,000.
2. The latest salary slip with a gross monthly income of more than Rs. 15,000
3. ITR acknowledgement with gross annual income of more than Rs. 1,20,000.
4. Form 16 with a gross annual income of more than Rs. 1,20,000.
5. Certificate of net worth exceeding Rs. 10,00,000.
6. Statement of demat holding with current holding value of more than Rs. 10,000.

Conclusion

You can open an account with Zerodha with the help of the above guide Your account will be opened within 72 working hours once done with document verification. You will get the user ID on your email ID once an account is opened. The mentioned steps need to be followed if your mobile number is linked to your Aadhar card. However, if the mobile number is not linked with the Aadhar, you can follow an offline process to open the account.