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What does the error "Failed to convert account type to 3-in-1" mean when converting a Zerodha account to Zerodha IDFC FIRST 3-in-1 account?

The error Failed to convert account type to 3-in-1 , is shown while converting a regular Zerodha account to a Zerodha IDFC FIRST in the following cases:

  1. If the PAN number is not updated in the IDFC FIRST bank. PAN details can be updated through IDFC FIRST's internet banking or mobile banking facility.
  2. If the client is not the primary holder of both the Zerodha and the IDFC FIRST bank account. In other words, to convert an existing account to a 3-in-1 account, the account holder must be the primary holder of the trading and the bank accounts.