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My Account
Manage and personalize your account settings for seamless trading experiences
Account Opening
How do I install NEST?
Where can I create a fixed deposit account?
How do I open an account online?
What documents are required to open an account online?
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Account Reactivation
Why am I unable to trade? Why is my account suspended? How to start trading again? How to reactivate the account? / Why am I getting this communication that my account is going to be dormant?
Account is inactive due to multiple email/mobile? What is the process to activate the same?
Can an authorized person (non-account holder) request for dormant reactivation?
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Login And Password Reset
Which number will I get an OTP on if my numbers are different in trading and DP?
I did not receive any OTP while resetting my password
Are Neo mobile app and Nest logins different?
I forgot answers to the security questions?
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Statement, Ledger, Reports
What is a DP transactions report and where can I view it?
Where do I download my P&L reports from?
What is a capital gains report and where can I view it?
Where can I view my DP/demat holdings?
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Profile Details
How do I change the background colors in marketwatch or other screens?
How do I change the font size, type, and colour?
My date of birth appears incorrect even though I am entering the right one?
How can I update my contact number?
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Non Resident Indian (NRI)
How can I update FATCA(Foreign Account Tax Compliance Act) in my trading and demat account?
I'm moving abroad, can I continue to use my Kotak Securities Neo trading account?
How can an NRI account place order?
How can NRIs buy the REs, since they cannot pay through RTA?
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Segment Activation
How do I activate a segment?
How can I activate the SLBM segment online?
How can i activate my Derivative segment (equity/currency/commodity)?
How do I deactivate a segment?
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Account Closure
How long will it take to close my account?
What are the charges for account closure?
Can I keep my trading account open and close my demat account?
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Migration
Which segments can I trade in via Nest?
Can I use NEST on my iPad/Mac or phone?
Can I use ODIN and NEST on the same device?
How do I get access to the Kotak Securities Neo mobile app?
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Tax Filing
Are there any income tax implications on gifting shares?
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