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How to add family members to a Zerodha account?

To add family members, follow these steps:

  1. Visit 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.

  • Only holdings can be viewed at a 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.