To add family members, follow these steps:

1. Visit kite.zerodha.com/holdings and click on Family.
2. Console will open up. Click on Link a sub-account.
3. Enter the sub-account’s Kite user ID, PAN, and mobile number and click on Continue .
4. 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:

1. Click on Portfolio.
2. Click on Holdings.
3. Click on Family.

To remove sub-accounts, follow these steps:

1. Click on Family.
2. Click on Remove and then Continue.