{"id":940,"date":"2021-02-11T14:31:28","date_gmt":"2021-02-11T09:01:28","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=940"},"modified":"2021-02-11T14:31:28","modified_gmt":"2021-02-11T09:01:28","slug":"zerodha","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/zerodha\/","title":{"rendered":"Zerodha"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<ol class=\"wp-block-list\"><li><a href=\"#Contract-Notes\">How to Download Contract Notes from Zerodha<\/a><\/li><li><a href=\"#Sell-Order-using-TPIN\">How to Sell Order using TPIN &#8211; Zerodha<\/a><\/li><li><a href=\"#Add-Funds\">How to Add Funds to Zerodha<\/a><\/li><li><a href=\"#P&amp;L-Statement\">How to Generate Tax Statement from Zerodha<\/a><\/li><li><a href=\"#Tradebook\">How to Download Tradebook from Zerodha<\/a><\/li><li><a href=\"#rebalancing\">Rebalancing with Jama Wealth &#8211; Zerodha<\/a><\/li><\/ol>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Contract-Notes\">1.How to Download Contract Notes from Zerodha<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Contract Notes<\/h3>\n\n\n\n<p>Step 1: Login to Zerodha<br>Step 2: Click on Menu and go to Console<br>Step 3: Click on Reports and go to Download<br>Step 4: Select the time-period<br>Step 5: Click on Download<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download Contract Notes - Zerodha\" src=\"https:\/\/player.vimeo.com\/video\/499934637?h=c8e01bb21e&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"655\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Sell-Order-using-TPIN\">2. How to Sell Order using TPIN &#8211; Zerodha<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Sell Order using TPIN<\/h3>\n\n\n\n<p>Step 1: Login to Zerodha and Place any &#8220;Sell Order&#8221;<br>Step 2: You need to Authorise the CDSL using TPIN<br>Step 3: Login to your registered Email and search for TPIN<br>Step 4: You will find your TPIN from edis email<br>Step 5: Enter your TPIN and Click on Verify<br>Now you can place your &#8220;Sell Oder&#8221;<\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"Sell Order with TPIN - Zerodha\" src=\"https:\/\/player.vimeo.com\/video\/499934718?h=0cca44fe3b&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Add-Funds\">3. How to Add Funds to Zerodha<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Add Funds<\/h3>\n\n\n\n<p>Step 1: Login to Zerodha<br>Step 2: Click on Funds<br>Step 3: Click on Add Funds<br>Step 4: Select your preferred gateway and make Transaction<\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"Add or Withdraw Funds\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/026V66o-CP0?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"P&amp;L-Statement\">4. How to Generate Tax Statement from Zerodha<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Tax Statement<\/h3>\n\n\n\n<p>Step 1: Login to Zerodha using your Zerodha Credentials<br>Step 2: Click on Tax P&amp;L Under Reports<br>Step 3: Select the&nbsp;<strong>Financial Year <\/strong>and the period.<br>Step 4: Click on the Arrow button.<br>Step 5: Click on Download Tax P&amp;L report for all segments to download tax P&amp;L the report.<\/p>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"Tradebook\">5. How to Download Tradebook from Zerodha<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Steps to Download Tradebook<\/h3>\n\n\n\n<p><strong>Step 1:<\/strong> Login to <a href=\"https:\/\/console.zerodha.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zerodha<\/a><\/p>\n\n\n\n<p><strong>Step 2: <\/strong>Click on Profile<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/Zerodha+(4).jpg\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 3: <\/strong>Click on <a href=\"https:\/\/console.zerodha.com\/reports\/tradebook\" target=\"_blank\" rel=\"noreferrer noopener\">Console<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/Zerodha+(5).jpg\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 4:<\/strong>Click on Reports and select Tradebook<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/Zerodha+(2).png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 5: <\/strong>Select the Date range<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/Zerodha+(3).png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 6:<\/strong> Click on XLXS to Download<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/Zerodha+(1).png\" alt=\"\" \/><\/figure>\n\n\n\n<p><strong>Step 7:<\/strong> Please send the Tradebook to <a href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a> and CC <a href=\"mailto:help@jama.co.in\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"How to Download Tradebook - Zerodha\" src=\"https:\/\/player.vimeo.com\/video\/521442601?h=079cfd49cf&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<hr class=\"wp-block-separator is-style-wide\" \/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"rebalancing\">6. Rebalancing with Jama Wealth &#8211; Zerodha<\/h2>\n\n\n\n<p>Steps for Rebalancing<\/p>\n\n\n\n<p>Step 1 : Login to Jama Wealth using the link provided in the mail.<br>Step 2 : Click on the Rebalancing.<br>Step 3 : Check you Demat holdings, if the data doesn&#8217;t match please send your contract notes to <a href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>.<br>Step 4: Login with your Zerodha Credentials.<br>Step 5 : Authorise your Sell Order at CDSL with TPIN and OTP.<br>Step 6 : Please review your orders and place the orders (both sell and buy orders will be placed).<br>Step 7: Your 80% rebalancing will be completed and remaining 20% rebalancing should be done on next trading day.<br><br><strong>Kindly let our representative know once you complete the process.<\/strong><br><br><strong>Note :<\/strong> The market closes by 3:30pm so kindly place your orders about half hour earlier than the closing time as we need to check our backend as well. Please do send your Contract Notes to&nbsp;<a rel=\"noreferrer noopener\" target=\"_blank\" href=\"mailto:upload@jama.co.in\">upload@jama.co.in<\/a>&nbsp;and cc&nbsp;<a href=\"mailto:help@jama.co.in\" target=\"_blank\" rel=\"noreferrer noopener\">help@jama.co.in<\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"nv-iframe-embed\"><iframe loading=\"lazy\" title=\"Rebalancing with Jama Wealth - Zerodha\" src=\"https:\/\/player.vimeo.com\/video\/558861136?h=8d624a3f3c&amp;dnt=1&amp;app_id=122963\" width=\"1200\" height=\"675\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen><\/iframe><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>FAQ How to Download Contract Notes from Zerodha How to Sell Order using TPIN &#8211; Zerodha How to Add Funds to Zerodha How to Generate Tax Statement from Zerodha How to Download Tradebook from Zerodha Rebalancing with Jama Wealth &#8211; Zerodha 1.How to Download Contract Notes from Zerodha Steps to Download Contract Notes Step 1:&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/zerodha\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Zerodha<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[108,110,457,668,767,854],"class_list":["post-940","page","type-page","status-publish","hentry","tag-console","tag-contract-notes","tag-kite","tag-sell-order","tag-tpin","tag-zerodha"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=940"}],"version-history":[{"count":0,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/940\/revisions"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=940"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}