You can add family members to your Zerodha account to view their portfolios at a family level. You can link up to 10 accounts using the family accounts feature.
How to add family members from Kite app
- Tap on Portfolio.
- Tap on Family.
- Tap on Link a sub-account.
- Tap on Link a sub-account again and enter their user ID, PAN and mobile number/email.
- Tap on Continue.
- An SMS with the verification link will be sent to the mobile number/email of the sub-account holder, which will be valid for 2 hours. The sub-account holder has to authorise the request by tapping 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 authorisation.
How to add family members on Kite web
- Visit kite.zerodha.com/holdings and click on Family.
- Click on Link a sub-account.
- Enter the sub-account’s Kite user ID, PAN, and mobile number/email and click on Continue.
- An SMS with the verification link will be sent to the mobile number/email 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 authorisation.
How to analyse portfolios at family level
To analyse portfolios at a family level, follow these steps:
- Click on Portfolio.
- Click on Holdings.
- Click on Family.
You can only view holdings at a family level.
How to remove sub-accounts
- Click on Family.
- Click on Remove and then Continue.
If you're adding the minor's account as a sub-account, the minor's account must accept the confirmation and not the guardian's account.