If you already have a Zerodha account, you start from here – https://smallcase.zerodha.com/ > Login on the top right corner. (if you don’t have one yet, sign up with your details on the same page, you’ll be contacted soon)

After logging in with your Kite credentials, you get an authorization request as below

This is for smallcase to recognize you as a valid Zerodha client and help you place orders on our platform, check if you have sufficient funds to buy a particular smallcase and see if your holdings match what we expect (if you have bought a smallcase)

FYI – smallcase doesn’t get the permission to place orders automatically without your approval, use your funds or your holdings info for any other purpose

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