Kotak's 3-in-1 Account

Kotak Securities 3-in-1 account is a a demat account and a online trading account into one great service. seamless investment platform that integrates a savings account, a demat account and a online trading account into one great service.

Forget the hassle of juggling three different banking partners for each account. With the Trinity account you get all three benefits with a single application and a single entity – Kotak Securities.

Convenience of single entity
Seamless, zero hassle trading
Access to Kotak Securities trading features

How to open a 3-in-1 account online?

You can open a Trinity 3 in 1 account by:
- a. Filling out our online application
- b. Calling our toll free numbers 1800 222 299 / 18002099191
- c. Visiting a Kotak Securities branch office. To check your nearest branch Click Here
As part of the trinity account, a savings bank account will be opened with Kotak Mahindra Bank to your own preferred nearest location.
With the Direct Access feature of the Trinity account, you will not need to manually transfer funds from your savings account to your online trading account. Funds can be moved between accounts directly through the Kotak Securities website, and any unutilized money in your trading account comes back to your savings account based on settlement period you have chosen.
Unlike other linked bank accounts, the 3-in-1 account has no upper limit for transfer of funds from your savings account to your online trading account in a single day.

What are the benefits of having a 3-in-1 account?

Seamless, zero hassle trading: Trade in equity, derivatives, IPO, ESOPS, bonds and ETFs through your 3-in-1 account.
ASBA facility available for your IPO orders.
Multiple trading platforms to choose from: With the 3-in-1 account you are spoilt for choice. Take your pick between
- Trading online on our website www.kotaksecurities.com
- Using the high-speed trading tool – Keat Pro X
- Trading on the phone by calling our toll free number 18002099191 or 1800222299 from anywhere in India 3030 5757.
- Using our smartphone trading app – Kotak Stock Trader
Margin against Securities: Avail margin against securities for intraday trades in cash segment at no additional cost. Even better, get exposure against the shares lying idle in your demat account .
Trade after market hours: Kotak Securities’ unique ‘After Market Orders’ facility allows you to place trades even after the stock market is closed for the day. The trades you place will get sent to the exchange as soon as the markets open for trading next.
Extensive and FREE research options to guide your investing decisions.
- Educate yourself about equities, futures, options and more at the Kotak Securities Knowledge Bank.
- Get SMS Alerts about latest stock market news, tips, and movements.
- Best in class research and analysis through Easy equity reports and Easy Mutual Fund reports.

+ Expand AllFrequently Asked Questions (FAQs)

Q I already have a Kotak Mahindra Bank savings account. How do I convert it to a Trinity account?

A
That's great! You can utilize the same bank account to transact with Kotak Securities.com . Please mention the account details on the account opening form
Q How long does it take to activate a Trinity account?

A
Your Trinity account will be opened appx. 10 working days of receipt of your completed application form.
Q Is it safe to have all three – savings, demat and online trading accounts with the same entity?

A
No doubt it is secure! Kotak Securities uses the most advanced encryption technology, Secure Socket Layer (SSL), to ensure that the information transmitted between you and us across the internet is safe and cannot be accessed by any outsider.

SSL has been universally accepted on the World Wide Web for authenticated and encrypted communication between clients and servers. The security certificate for our site is obtained from Verisign and the security encryption level on Kotak Securities is 128 bit.

For more answers to queries, click here.

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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

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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.

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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

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

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