Search for an answer or browse help topics to create a ticket
View all categories

How to add family members to a Zerodha account?

To add family members follow these steps:

  1. Visit and click on Family.
  2. You will be redirected to Console. 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 is 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.

  • This is a beta release and currently only holdings can be viewed at family level. More features in the form of tagging, goal setting etc will be added in future releases.
  • A maximum of 10 accounts can be linked using the family accounts feature.

To remove sub-accounts, follow these steps:

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