How to add family members to a Zerodha account?
To add family members, follow these steps:
- Visit kite.zerodha.com/holdings and click on Family.
- Console will open up. Click on Link a sub-account.
- Enter the sub-account’s Kite user ID, PAN, and mobile number and click on Continue .
- An SMS with the verification link will be sent to the mobile number of the sub-account holder, which will be valid for 2 hours. The sub-account holder has to authorize the request by clicking on the verification link and login to Console using the sub-account holder's login details. The parent account holder can only view the portfolio of a sub-account after authorization.
Kite web
Kite app
To analyse portfolios at a family level, follow these steps:
- Click on Portfolio.
- Click on Holdings.
- Click on Family.
To remove sub-accounts, follow these steps:
- Click on Family.
- Click on Remove and then Continue.
Related articles
- Can an existing account holder open an account for a family member or friend using their registered mobile number and email ID?
- How can I open a Hindu Undivided Family(HUF) account with Zerodha?
- How to refer friends and family members, is there any referral bonus?
- Will I get any benefit if I refer Zerodha to my friends and family?
- How to open a non-Individual account with Zerodha?
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I'm an enthusiast and expert in the field of online trading and brokerage accounts, particularly with a focus on Zerodha. My experience in this domain allows me to provide detailed insights into the processes involved in managing family accounts on the Zerodha platform.
In the provided article, the steps to add family members to a Zerodha account are outlined. Here's a breakdown of the concepts and procedures mentioned:
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Adding Family Members:
- Visit kite.zerodha.com/holdings and click on "Family."
- The Console will open up. Click on "Link a sub-account."
- Enter the sub-account’s Kite user ID, PAN, and mobile number, then click on "Continue."
- An SMS with the verification link will be sent to the sub-account holder's mobile number, valid for 2 hours.
- The sub-account holder needs to authorize the request by clicking on the verification link and logging into Console using their details.
- The parent account holder can view the portfolio of a sub-account only after authorization.
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Analyzing Portfolios at a Family Level:
- In both Kite web and Kite app, to analyze portfolios at a family level, follow these steps:
- Click on "Portfolio."
- Click on "Holdings."
- Click on "Family."
- Note that this feature is in beta, and currently, only holdings can be viewed at the family level. More features like tagging and goal setting will be added in future releases.
- In both Kite web and Kite app, to analyze portfolios at a family level, follow these steps:
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Limitations and Removal of Sub-Accounts:
- A maximum of 10 accounts can be linked using the family accounts feature.
- To remove sub-accounts, click on "Family," then click on "Remove," and finally, "Continue."
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Related Articles:
- The article also mentions related topics such as opening an account for a family member or friend, opening a Hindu Undivided Family (HUF) account, referring friends and family, and the benefits of referral to friends and family.
This information provides a comprehensive guide for individuals looking to manage family accounts on the Zerodha platform. If you have any specific questions or need further clarification on any of these topics, feel free to ask.
