How to create a trading account, step-by-step

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Creating a trading account on Kite, Zerodha’s trading platform, involves opening a 2-in-1 demat and trading with Zerodha. Here’s a step-by-step guide with images to help you through the process:

1. Visit the Zerodha website and start the account opening process:

2. Enter your basic details:

  • Provide your mobile number and email address.
  • Enter the verification code (OTP) you received on your phone.

Open your Demat account now:- Zerodha

3. Pan-verification for open trading account

  • Enter your PAN number and date of birth.
  • Allow access to your PAN details using Aadhaar e-verification.

4. Account details and personal information for your trading account:

  • Fill in your details, like name, address, and occupation.
  • Set your trading and demat account passwords.

Open your Demat account now ➡️ Zerodha

5. Bank account details and income proof for trading account (optional):

  • Link your bank account for easy fund transfers.
  • Upload income-proof documents if you plan to trade in futures and options (F&O) segments.

Open your Demat account now: Zerodha

6. Review and submit your application for a trading account.
  • Review all the entered information carefully.
  • Once satisfied, click on “Submit” to complete the application process.
7. E-sign the account opening agreement trading account:
  • You’ll receive an OTP on your phone for e-signing the account opening agreement.
  • Enter the OTP and complete the e-signing process.

Open your Demat account now:

8. Congratulations! Your trading account is now open.

  • You’ll receive a confirmation email with your login credentials (user ID and password).
  • You can now log in to Kite and start trading!

Open your Demat account now:

Additional notes:

  • The entire account opening process is paperless and can be completed in 15–20 minutes.
  • You’ll need to have a valid Aadhaar card linked to your mobile number for online account opening.
  • For offline account opening, you can download the account opening forms from the Zerodha website and submit them physically along with the required documents.

I hope this step-by-step guide with images helps you create your trading account on Kite and start your investment journey! Remember to do your research and understand the risks involved before starting to trade.

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