Home
Account Login
Not Logged In
☰
  • Trade Now
  • About Us
    • Why Choose us
      • About Kotak Securities
      • Awards and Accolades
      • About Kotak Group
      • Technology
      • Strong Research
      • Ease of Use
      • Service
      • Testimonials
    • Media
      • Press Release
      • Corporate Profile
      • Media Kit
    • Careers
      • NISM Course
      • Current Openings
      • Leadership Speaks
      • Recognition
      • Work Culture
  • Offerings
    • Asset Classes
      • Equity
      • Derivative
      • MF
      • IPO
      • ETF
      • Nifty ETF
      • Currency Derivatives
      • Tax Free Bonds
      • Gold ETF
      • Stock Lending & Borrowing (SLBM)
      • Interest Rate Futures
      • Commodity
    • Trading Tools
      • Website
      • KEAT PRO X
      • Kotak Stock Trader
      • Smallcase
      • Fastlane
      • Xtralite
      • Dealer assisted trading
      • Call and Trade
      • TradeSmart Store
      • TradeSmart Derivatives
      • TradeSmart Insights
      • TradeSmart Trends
      • Chat To Trade
    • Account Types
      • Demat Account
      • EquityTrading Account
      • 2 in 1 Account
      • Trinity Account
      • Linked Account
      • NRI Account
      • Foreign Investors (QFI)
      • PMS
      • Private Client Group (PCG)
      • Pearl Account
    • Brokerage Options
      • Free Intraday Trading
      • Dynamic Brokerage
      • Fixed Brokerage
      • Advance Brokerage
      • NRI Brokerage Plans
      • Shubh Trade
    • Value Added Features
      • Refer and Earn
      • Track External Investments
      • WillSecure
      • Margin Calculator
      • Autoinvest
      • Margin Trading Facility
      • Super Multiple
      • BNST
      • Portfolio Tracker
      • SMS Alerts
      • Indicators and Technical Charts
      • Capital gain report
      • Stock as Margin
      • AMO
  • Markets
    • Market Indices
      • Indian Indices
      • Global Indices
    • Equities
      • Share Market Live
      • Gainer
      • Loser
      • Most Active Stocks
      • Volume Buzzer
      • 52Wk High
      • 52Wk Low
    • Derivatives
      • Derivatives Overview
      • Most Active Contracts
      • Gainers
      • Losers
      • Most Active Put
      • Most Active Call
      • Open Interest
      • Highest in Premium
      • Put Call Ratio
      • Historic Data
    • News
      • All News
      • Bullion News
      • Economic Growth
      • Economy General
      • Other News
    • Currencies
      • FII & DII Activities
      • Event Calendar
      • Announcements
      • Recent Deals
        • Block
        • Bulk
    • Currencies
    • FII & DII Activities
    • Event Calendar
    • Announcements
    • Recent Deals
      • Block
      • Bulk
  • Research
    • Live Research Calls
      • Fundamental Call
      • Technical Call
      • Derivatives Call
      • SIP Call
      • Top Monthly Picks
      • Pick of the Week
      • Consensus
      • Research Success Rate
    • Kotak Research Centre
      • Investors Research
      • Trader Research
      • Mutual Fund Research
      • Nifty Call of the Day
    • Latest Research Reports
      • Buyback
      • Stock Recommendations
      • Trading Recommendations
      • Sector research and updates
      • Market strategy research
      • Derivatives strategy
      • Currency and forex insights
    • Research Events
      • Annual Investor
        Conference 2018
      • Research webinars
    • Sample Research Reports
      • Fundamental
      • Technical
      • Derivatives
      • Currency Derivatives
  • Knowledge Bank
    • Kotak University
    • Union Budget
    • Aadhaar Card
    • Equity Trading
    • Derivative Trading
    • Intraday Trading
    • Mutual Funds
    • Financial Planning
    • Pan Card
    • Voter ID
    • Driving License
    • Income Tax
    • Calculators
    • Videos
    • Meaningful Minutes
    • Articles
  • Help
    • Contact Us
      • Branch Locator
      • Open an Account
      • Activate an account
      • Check Application
        Status
      • FAQs
    • Demos
    • Forms
    • Chat
  • Franchisee
    • Overview
      • Login
      • Partner with us
      • What is a Franchisee?
      • How to become a Franchisee?
      • Broker v/s Sub-Broker
      • Business Models
    • About Us
      • Why Join Us?
      • Partner Success Stories
    • Business Models
      • Business Support
      • Training & Events
      • Tools & Software
    • Contact Us
      • FAQs
Home » Help » Customer Queries » Open A Trading Account
HELP: Customer Queries
  • Demos
  • Form
  • Chat
  • Become A Corepati
  • SIP Calculator

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.

How to open a trading account?

  • Select broker or firm
  • Compare brokerage rates and services provided
  • Approach selected broker online/in-person
  • Fill the account opening & KYC forms
  • Submit proofs of identity and address
  • Verify your details with the broker’s representative
  • Get your trading ID and account details
  • Place buy/sell order

Documents required to open a trading account?

You need to provide a proof of identity and address to open a trading account. Here is a broad list of documents that can be used as proofs.

  • Proof of identity

    PAN card, voter's ID, passport, driver's license, bank attestation, IT returns, electricity bill, telephone bill, ID cards with applicant's photo issued by the central or state government and its departments, statutory or regulatory authorities, public sector undertakings (PSUs), scheduled commercial banks, public financial institutions, colleges affiliated to universities, or professional bodies such as ICAI, ICWAI, ICSI, bar council etc.

  • Proof of address

    Ration card, passport, voter ID card, driving license, bank passbook or bank statement, verified copies of electricity bills, residence telephone bills, leave and license agreement or agreement for sale, self-declaration by High Court or Supreme Court judges, identity card or a document with address issued by the central or state government and its departments, statutory or regulatory authorities, public sector undertakings (PSUs), scheduled commercial banks, public financial institutions, colleges affiliated to universities and professional bodies such as ICAI, ICWAI, Bar Council etc.

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
    A trading account with Kotak Securities is opened within 2 weeks of receiving the completed application form and documents.
  • 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.
2018626174325564710217
2
How it helps
  • Use existing bank account
  • Convenience through partnerships
  • Kotak Securities support
Reach Us

Stock Market Sectors :        A | B | C | D | E | F | G | H | I | J | L | M | N | O | P | R | S | T | V | W |

About Us

  • • Branch Locator
  • • About Kotak Securities
  • • Awards and Accolades
  • • About Kotak Group
  • • Technology
  • • Strong Research
  • • Customer Support Chat
  • • Brokerage Charges

Asset Classes

  • • Equity Trading
  • • Derivative Trading
  • • Mutual Fund Investment
  • • IPO
  • • Gold Funds
  • • Currency Derivatives
  • • Fixed Deposits & Tax Free Bonds
  • • Debentures

Derivatives Market

  • • Most Active Contracts
  • • Gainers
  • • Losers
  • • Top Volume Traded
  • • Top Value Traded
  • • Most Active Put
  • • Most Active Call
  • • Open Interest
  • • Highest in Premium
  • • Put Call Ratio

Investment Knowledge Bank

  • • Share Market Basics
  • • What is Demat Account
  • • What are Derivatives?
  • • What are Futures?
  • • What are Options?
  • • What are Mutual Funds?
  • • Basics of Financial Planning
  • • Calculators
  • • Videos
  • • Meaningful Minutes

Trading Tools & Research Reports

  • • KEAT PRO X
  • • Kotak Stock Trader APP
  • • Fastlane
  • • Xtralite
  • • Dealer assisted trading
  • • Call and Trade
  • • Investors Research
  • • Trader Research
  • • Mutual Fund Research
  • • Fundamental Analysis Reports
  • • Technical Analysis Reports
  • • Derivative Reports
  • • Currency Derivative Reports

Account Types & Value Added Services

  • • Demat Account
  • • 2 in 1 Account
  • • Trinity Account (3-in-1 Account)
  • • Linked Account
  • • NRI Account
  • • PMS
  • • Margin Trading
  • • BNST
  • • TradeSmart Store
  • • SMS Alerts
  • • AMO

Equity Market

  • • Share Market Live
  • • Gainer
  • • Loser
  • • Most Active Stocks
  • • Volume Buzzer
  • • 52Wk High
  • • 52Wk Low
  • • All Market News
  • • Bullion News
  • • Economy General
  • • Corporate Actions
  • • Other News
CUSTOMER CARE TOLL FREE

1800 209 9191 / 1860 266 9191

Mon to Fri – 8.00 AM TO 6.00 PM
Sat – 9.00 AM to 2.00 PM
To dial from Mobile phone add city STD code

Existing customers can send in their grievances for Trading account to service.securities@kotak.com
& Demat account to ks.demat@kotak.com

Connect with us

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.

KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. Attention Investors Prevent Unauthorized Transactions in your demat / trading account --> Update your Mobile Number/ email Id with your stock broker / Depository Participant. Receive information of your transactions directly from Exchanges on your mobile / email at the end of day and alerts on your registered mobile for all debits and other important transactions in your demat account directly from NSDL/ CDSL on the same day." - Issued in the interest of investors. Circular No.: NSDL/POLICY/2014/0094, NSE/INSP/27436, BSE - 20140901-21

Kindly note that as per NSE circulars nos: NSE/INVG/36333 dated November 17, 2017, NSE/INVG/37765 dated May 15.2018 and BSE circular nos: 20171117-18 dated November 17, 2017, 20180515-39 dated May 15.2018, trading in securities in which unsolicited messages are being circulated is restricted. The list of such stocks are available on the website of NSE & BSE. In case of any queries, request you to kindly get in touch with Customer Service on 18002099191/9292

Kotak Securities Ltd. bearing licence no. CA0268 is a Corporate Agent of Kotak Mahindra Old Mutual Life Insurance Ltd. We have taken reasonable measures to protect security and confidentiality of the Customer Information.

The Stock Exchange, Mumbai is not in any manner answerable, responsible or liable to any person or persons for any acts of omission or commission, errors, mistakes and/or violation, actual or perceived, by us or our partners, agents, associates etc., of any of the Rules, Regulations, Bye-laws of the Stock Exchange, Mumbai, SEBI Act or any other laws in force from time to time.
The Stock Exchange, Mumbai is not answerable, responsible or liable for any information on this Website or for any services rendered by our employees, our servants, and us.

Filling complaints on SCORES- Easy & Quick

a. Register on SCORES portal  |  b. Mandatory details for filling complaints on SCORES  i. Name, PAN, Address, Mobile Number, E-mail ID  |  c. Benefits:  i. Effective Communication  ii. Speedy redressal of the grievances

Charges for Other Services  |  Disclaimer  |  Sitemap  |  Privacy & Security  |  256 Bit Encryption  |  BSE  |  NSE  |  MSE  |  MCX  |  SEBI  |  SCORES  |  Anti Money Laundering Measures  |  Important Policies  |  Dos & Donts  |  National Pension System  |  List of GST Registration Number

© 2005 Kotak Securities Limited.

Registered Office: 27 BKC, C 27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai 400051. Telephone No.: +22 43360000, Fax No.: +22 67132430.
Correspondence Address: Infinity IT Park, Bldg. No 21, Opp. Film City Road, A K Vaidya Marg, Malad (East), Mumbai 400097. Telephone No: 42856825.

CIN: U99999MH1994PLC134051. SEBI Registration No: INZ000200137(Member of NSE, BSE, MSE, MCX & NCDEX), AMFI ARN 0164, PMS INP000000258 and Research Analyst INH000000586.

NSDL/CDSL: IN-DP-NSDL-23-97

New To share Market?

Open Your Account Today!

New Customer?

Hurry! Sign up for Free Intraday Trading now

BROKERAGE FREE

on intraday trades

AVAIL THE OFFER NOW

NO ACCOUNT OPENING CHARGES



Submit

Please Note

That by submitting the above mentioned details, you are authorising Kotak Securities & its sub-brokers & agents to call you and send promotional communication even though you may be registered under DNC.

Open An Account