Transferring trading account to Zerodha is a 3 step process:
- Open an account with Zerodha
- Transfer your demat holdings from the old broker to Zerodha
- Close your existing broker account
Note:
- You can transfer your shares, mutual funds and ETFs by submitting a DIS slip to your existing broker. You could also transfer them online using the CDSL website.
- If you have any open F&O positions with the existing broker, you need to close them as these cannot be transferred to Zerodha.
- Ensure that your old account is closed after 2 weeks. In many cases, the broker put the request on hold and keeps charging AMC.
