How to activate F&O?

F&O can be activated only if the equity segment is active. Resident individuals can activate equity, currency and commodity F&O online by following these steps:

Kite app

1. Tap on user ID.
2. Tap on Profile.
3. Tap on Segments.
4. Tap on the segments to be enabled and tap on Continue.
5. Select the income range and income proof ¹ and click on Choose file.
6. Accept the terms and conditions.
7. Select Email or SMS to receive the OTP.
8. 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 the segments to be enabled.
5. Click on Continue.
6. Select the income range and income proof ¹ 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.

The segments will be activated within 72 working hours. If the commodity account needs to be opened, see How to open a commodity account?

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.
  

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.

Activate segment

Did you know?

• NRI clients require a CP code to trade in F&O.  Zerodha has partnered with Orbis to provide custodial services. To learn more about Orbis, visit orbisfinancial.in/. For assistance with obtaining the CP code, create a ticket.
• Non-individual clients (company, partnership, LLP, HUF, AOP, trust, society) can activate F&O only offline. To learn how, see Why is the error "Segments cannot be enabled online for your account. Please initiate request offline." displayed?
• Minor account holders cannot enable F&O as they cannot place intraday and F&O orders.