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How do I map my PIS account to Zerodha?

Axis Bank:

To map your PIS account with the broker Zerodha you need to submit an LOA . Kindly also send us a scanned copy of the same. We will forward to Axis bank to map Zerodha as the broker.

Yes Bank:

If client not mapped to broker Zerodha - Please reach out to your Relationship Manager at Yes Bank and ask them to map your account with the broker Zerodha; Broker Code: ZEDA01 and they’ll map it to us. In case that is not done, please submit the LOA and share a copy with us, and we'll have the same updated.

This is the debit instruction that you'll need to submit for mapping the broker.

HDFC Bank:

You will have to send us the below-attached annexure to us:

  1. E-Net: E-Net form for ensuring quick reflection of your NRE PIS account balance on Zerodha for trading Account. We’d receive an automated update of your PIS account balance.
  2. Debit Authorization: This is to update the registered broker in the authorized bank records.
  3. Sweep-in Declaration: Authorizing the bank to debit the NRE/NRO-SB account in case there is any shortage of funds in the PIS account.

You will have to download and send these 3 annexures along with your application form to the address below and we will send this to the bank by attaching a broker letter.

Zerodha,
NRI Desk,
153/154, 4th Cross, J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078

These above forms are a requirement at HDFC’s end to map the PIS account to the broker and assist in the smooth functioning of the accounts. Please reach out to the bank for more clarification.