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
- Tap on user ID.
- Tap on Profile.
- Tap on Segments.
- Tap on the segments to be enabled and tap on Continue.
- Select the income range and income proof 1 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.
Web
- Login to console.zerodha.com.
- Click on Account.
- Click on Segment.
- Click on the segments to be enabled.
- Click on Continue.
- Select the income range and income proof 1 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.
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.
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.
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