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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

  1. Tap on user ID.
  2. Tap on Profile.
  3. Tap on Segments.
  4. Tap on Activate segment, then on the segments to be activated.
  5. Tap on Continue.
  6. 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.
  7. Accept the terms and conditions.
  8. Select Email or SMS to receive the OTP.
  9. Enter the OTP and click on Verify.


Web

  1. Login to console.zerodha.com.
  2. Click on Account.
  3. Click on Segment.
  4. Click on Activate segment, then on the segments to be activated.
  5. Click on Continue.
  6. 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.
  7. Accept the terms and conditions.
  8. Select Email or SMS to receive the OTP.
  9. 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.
  • Others: If a client intends to trade on MCX and does not belong to the above classifications.

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