You can update your DOB and gender online if you have updated the correct details on your Aadhaar and Income Tax Database (ITD). You can also update your marital status, occupation and PEP status by completing the KYC process.
Online process
- Visit account.zerodha.com/account.
- Click on Login and log in to Kite.
- Click on Complete Rekyc.
- Select the segments you want to activate and click on Continue.
- Update your contact details if required and click on Continue.
- Update your profile details, including your annual income, and click on Continue.
- Click on Update Address and then on Continue.
- Click on Continue and enter your Aadhar number.
- Enter captcha and click on Next.
- Enter the OTP and click on Continue.
- Enter your 6-digit security PIN and click on Continue.
- Update your bank account if required and click on Continue.
- Complete the FATCA declaration and click on Continue.
- Upload income proof to trade in F&O (optional).
- Complete the In-Person Verification (IPV).
- Click on Sign now and complete E-sign by entering your Aadhar and OTP.
- Enter the OTP and click on verify OTP.
Offline process
If your Aadhaar is not linked to your mobile number or if you have a joint account and have not updated the correct details, you need to 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 an Aadhaar is being submitted as proof, ensure that a masked Aadhaar is submitted.
Courier all the documents to:
Zerodha Customer Support Centre
192A 4th Floor,
Kalyani Vista, 3rd Main Road,
JP Nagar 4th Phase,
Bengaluru, 560076
Things to keep in mind
- An account modification charge of ₹25 + 18% GST is applicable for updating the details. The changes will be updated within 72 working hours.
-
The name on the Aadhaar must match the name in the digital signature (e-sign). If they differ, the
e-signed forms
will be rejected.