How to set up automatic fund transfers from a bank account to a Zerodha trading account?

The eMandate facility can be used to automatically transfer up to ₹1 crore at pre-set schedules from the bank account to the Zerodha account. Current bank accounts cannot be used to create eMandates. To create an eMandate, follow these steps:

1. Visit console.zerodha.com/funds/mandates and click on Create a new mandate.
2. Select the account for which the mandate is to be created.
   
3. Authenticate the bank account using a debit card or netbanking.
4. Follow the on-screen instructions to complete the process on the bank’s mandate approval gateway.
5. Once the mandate is registered, create a schedule to transfer funds to the Zerodha account.
   

It may take up to 5 days for the bank to activate the mandate.

Follow these steps to create a schedule:

1. Name the schedule.
2. Select fund transfer date.
3. Select frequency and the amount to be transferred.
4. Click on Create schedule.