How to activate F&O?
To activate F&O, the equity segment must be active. Resident individuals whose mobile number is linked to Aadhaar can activate derivatives i.e. equity, currency, and commodity F&O online via the Kite app or Console. Non-individual account holders (HUF, partnership, corporate, LLP, society, trust, etc.) and NRIs can only activate F&O offline.
To activate equity and commodity F&O, follow these steps:
Kite app
- Tap on user ID.
- Tap on Profile.
-
Tap on
Segments.
- Tap on Activate segment, then on the segments to be activated.
- Tap on Continue.
- Select the income range and income proof 1 . Select the trading experience and commodity trading classification 2 to enable commodities and tap on Choose file.
- Accept the terms and conditions.
- Select Email or SMS to receive the OTP.
- Enter the OTP and click on Verify.
Web
- Login to console.zerodha.com.
- Click on Account.
- Click on Segment.
- Click on Activate segment, then on the segments to be activated.
- Click on Continue.
-
Select the income range and income proof
1
.
Select the trading experience and commodity trading classification
2
to enable commodities and click on
Choose file.
- Accept the terms and conditions.
- Select Email or SMS to receive the OTP.
- Enter the OTP and click on Verify.
Clients who are activating currency F&O are required to eSign the RBI declaration form.
Did you know?
- Activation takes up to 72 working hours.
- Clients with a registered address in Sikkim must submit a domicile certificate to activate commodities in their account.
-
Minor account holders cannot enable F&O as they cannot place intraday and F&O orders.
- Ensure that the income proof file is in PDF format and under 5 MB in size. The proof must contain the logo and seal of the concerned authority.
Note
1 Anyone of the below documents will suffice as income proof:
- A bank statement with the bank logo and seal in the name of the Zerodha account holder for the last 6 months with an average balance of more than ₹10,000.
- Latest salary slip with gross monthly income exceeding ₹15,000.
- Latest ITR acknowledgement with gross annual income exceeding ₹1,20,000.
- Latest Form 16 with gross annual income exceeding ₹1,20,000.
- Certificate of net worth more than ₹10,00,000.
- Latest statement of demat holdings with current holdings value exceeding ₹10,000.
2 Clients are required to select the classification based on the category they come under:
- Farmers/FPOs: If a client is a farmer, part of farmers’ cooperatives or belong to Farmers Producers Organisations (FPOs).
- Value chain participants (VCPs): If a client is a processor, commercial user as a dal and flour miller, importer, exporter, physical market trader, stockist, Cash & Carry participant, produces, SME/MSME & Wholesaler etc., but not a farmer or an FPO.
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Others: If a client intends to trade on MCX and does not belong to the above classifications.
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