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How to transfer trading account to Zerodha?

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Transferring trading account to Zerodha is a 3 step process:

  1. Open an account with Zerodha
  2. Transfer your demat holdings from the old broker to Zerodha
  3. 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.



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