Bank account updation / Change of Bank Account

STEP 1: Click on this link to update the Bank Mandate and then enter your PAN and Mobile number. Tap on 'Sent OTP'. Enter the OTP once received on your registered mobile number to proceed further.

STEP 2: Select the Zerodha AMC from the list in which you want to change the bank details.

STEP 3: Select your old Bank account which you want to change and tap on 'Next'.

STEP 4: Enter the OTP received on your registered Mobile number.

STEP 5: Select ‘Link and Submit’ option.

Step 6: Enter the OTP received on your registered mobile number and tap 'confirm'.

Step 7: Tap on 'next' after selecting the tick box. 

Step 8: Select the folio and Tap on ‘Next’.

Step 9: Enter the New bank details and select ‘Next’.

Step 10: check and confirm the bank details in summary and tap on ‘submit’ option. This should update the bank details at the CAMS end.

Note: In case if you are not able to update your bank details online for any reason, you can reach out to our support desk ([email protected]) with the following details:

• Current Bank name with a canceled cheque.

• New Bank name with a canceled cheque / Passbook.

• A scanned copy of the filled CAMS form to update the bank account (PFA).

• A screenshot of the rejection/ error faced on the CAMS platform while updating the bank account.
  
  

Once you share the above details, the support team will take it up with the RTA and help you in the updation of your bank in your folio.