Open a trading account

A trading account is used to place buy or sell orders in the stock market.

Through a trading account, you can directly place orders online or instruct your stock broker to do it. These orders will automatically be directed to the exchange through the stock broker.

You can open three types of trading accounts with Kotak Securities

• A stand-alone trading account: With such an account, you can link your existing demat and bank accounts with the trading account to transfer money. Do note that linking your demat account is compulsory.
• A linked 2-in-1 account: Want to open a demat and trading account? Then this is the option for you. The benefit is simple—you don’t need to take the extra effort of linking your demat account with the Kotak Securities trading account.
• A 3-in-1 account: Open a Kotak Mahindra Bank account along with your Kotak Securities demat and trading accounts. This can help you transfer money to and from the trading account seamlessly.

Interested? Click here to apply.

Why open a trading account with Kotak Securities?

You now know that 3 accounts are involved in buying and selling shares. Some brokers provide all 3 accounts in one service. Such a 3-in-1 account saves time and processes involved in trading. Here are some advantages of Kotak Securities 3-in-1 account:

• Something for everyone Whether you are a trader, investor or self-trader, we have trading platforms, research, and products customized for your needs.
• Smart investing solutions You don’t need deep pockets to invest! Find innovative products like Small Case and Auto Invest for regular, consistent and specific investment goals.
• Zero hassle trading Don’t divert precious time from your trades! Transfer funds seamlessly with linked trading, demat and bank accounts.
• Award winning research Get research that helps you make the right decisions! Its award winning and backed by first-rate analytics.
• State-of-the-art platforms Analyze markets and trade across any device of your choice – from mobile app to desktop!
• Dedicated dealing support We have a dedicated desk of qualified dealers to trade on your behalf. All you have to do is pick up the phone.
• Client focus Your needs are our priority! Our accessible and friendly customer service is just a phone call away.
• Added perks from Kotak Mahindra Bank With the 3-in-1 demat account, enjoy all the benefits of a Kotak Mahindra Bank account like high interest rates and instant fund transfers.

What is a trading account?

A trading account is used to place buy or sell orders in the stock market. Since 2000, the stock markets have become electronic. This means, trading is now conducted online. Each trading account has a unique trading ID which is used to perform online transactions.

A trading account is opened with a stock broker. Through a trading account, you can directly place orders online or instruct your stock broker to do it. These orders will automatically be directed to the exchange through the stock broker.

How is online trading done in the share market?/How does a trading account work?

You need a trading and demat account to trade in the stock market. A trading account acts as a link between the demat and bank accounts, as cash is involved in the buying/selling of shares. When an investor wants to buy shares, he places an order through his trading account. The order is processed by the stock exchange and the shares get credited to his demat account. Similarly, the cash required for the purchase is debited from his bank account. To put it simply, a demat account stores the shares purchased while the trading account places orders and does the cash settlement.

Click here to explore differences between a trading and demat account.

Participants in stock markets could be beginners, experts or professionals. Before you choose a broker to open a trading account, remember to compare services and trading platforms. You should ensure the broker has qualified dealers, and trading terminals or apps that are easy to use.

Are you a first time trader? You may want to have a look at our Knowledge Bank for easy explanations of trading concepts and terms.

Benefits of a trading account?

You now know that 3 accounts are involved in buying and selling shares. Some brokers provide all 3 accounts in one service. Such a 3-in-1 account saves time and processes involved in trading. Here are some advantages of Kotak Securities 3-in-1 account:

• Something for everyone Whether you are a trader, investor or self-trader, we have trading platforms, research, and products customized for your needs.
• Smart investing solutions You don’t need deep pockets to invest! Find innovative products like Small Case and Auto Invest for regular, consistent and specific investment goals.
• Zero hassle trading Don’t divert precious time from your trades! Transfer funds seamlessly with linked trading, demat and bank accounts.
• Award winning research Get research that helps you make the right decisions! Its award winning and backed by first-rate analytics.
• State-of-the-art platforms Analyze markets and trade across any device of your choice – from mobile app to desktop!
• Dedicated dealing support We have a dedicated desk of qualified dealers to trade on your behalf. All you have to do is pick up the phone.
• Client focus Your needs are our priority! Our accessible and friendly customer service is just a phone call away.
• Added perks from Kotak Mahindra Bank With the 3-in-1 demat account, enjoy all the benefits of a Kotak Mahindra Bank account like high interest rates and instant fund transfers.

Frequently asked questions

• QWho is eligible to open a trading account?
  A

  Any individual, Hindu undivided family (HUF), proprietary firm, partnership firm, or a company can open a trading account.
• QHow soon would my trading account be opened?
  A

  It takes only 10-15 minutes to setup a Demat and Trading account at Kotak Securities.
• QWhat are the types of investments that I can make using a trading account?
  A

  A trading account can be used to invest and trade in shares, derivatives, mutual funds, commodities, ETFs and more.
• QCan I open a joint trading account?
  A

  Yes, you can open a joint demat and trading account.
• QCan you open a trading and demat account with different brokers?
  A

  Yes, you can open a trading and demat account with separate brokers. However, it is advisable to get a demat, trading and bank account with a single broker. Multiple accounts require you to login to different platforms every time you want to place an order. You also have to manually transfer funds from your bank account to trading account. This could be inconvenient and time consuming.