How can the Date of Birth (DOB), gender, marital status, occupation or PEP status be updated on the Zerodha account?
- Visit signup.zerodha.com/kite/login.
- Click on Continue with Kite and log in using Zerodha credentials.
- Click on Update details as per Aadhaar.
- Click on Link your Digilocker with Zerodha.
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Link the Digilocker to Zerodha using Aadhaar, OTP and the 6-digit Digilocker Security pin.
- Click on Proceed.
- Fill in the FATCA declaration.
- Tick the checkboxes and click on Continue.
- Complete the IPV. See What is In-Person Verification (IPV), and why is it required? And click on Save.
- Upload a copy of the PAN.
- Click on e-sign KYC.
- Click on Proceed to e-sign.
- Click on Sign now.
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Tick the checkboxes and enter the Aadhaar number and OTP.
Marital status, occupation and PEP (see Who is a politically exposed person? ) can be updated using the existing Aadhaar details. To update the details, follow these steps:
- Visit signup.zerodha.com/kite/login.
- Click on Proceed with same details.
- Fill in the FATCA declaration and click on Continue.
- Complete the IPV. See What is In-Person Verification (IPV), and why is it required?
If the Aadhaar is not linked to a mobile number and if the correct details are not updated, fill out the account modification and KYC form (PDF) and send it along with a self-attested copy of the following:
- PAN card.
- Driving License, Voter ID, Passport or Aadhaar card as address proof.
If Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted, i.e., black out the first 8 digits of the Aadhaar number. Only the last four digits should be visible. To download a masked Aadhaar online, visit myaadhaar.uidai.gov.in/ and tick the Do you want a masked Aadhaar? option while downloading Aadhaar.
Courier all the documents to:
Zerodha,
153/154, 4th Cross,
J.P Nagar 4th Phase,
Opp. Clarence Public School,
Bengaluru - 560078
Did you know? An account modification charge of ₹25 + 18% GST is applicable for updating the change in the signature. The changes will be updated within 72 working hours.
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