Nest Trading Terminal

Once you have received the "Welcome email" for your Kotak Securities Neo account, you would be able to start trading in the Nest trader terminal.

If you use Nest with another broker as well then while installing Nest with Kotak Securities, choose a path that is different from the one you have saved your already existing Nest.

This will help you keep multiple Nest running on the same system with different brokers.

Please refer to the steps below and click on respective image to enlarge it.

1. Use the respective links above to install NEST software.
2. Click on the download button on the top right corner
3. Click and open the downloaded zip file
4. Double click on the software application file in WinRaR
5. The zip shall start extracting
6. It will open the software setup
7. Click next
8. Save on desktop as a shortcut
9. Click install
10. Finish
11. Your software is installed

Please make sure that Nest is always opened as an administrator for the terminal to operate at it's best

1. Click on the download button on the top right corner
2. Extract the zip file
3. Instead of Open, click on 'Run as administrator' on your desktop.

The user ID for Nest is your PAN. To know how to setup your login for the first time refer link below:

How do I set my Nest password?

To reset your Nest password, you can follow the steps in the video below:

1. The user ID for Nest is your PAN, once the same is entered please click on ‘Reset Password’ and follow steps in the video to set up the password. The password set up in this step can be entered directly for subsequent logins

2. If you get a pop up message as “Incorrect Date of Birth” then try entering your date of birth as 01.01.2000 and it should work

OTPs are sent to your phone instead of your email. Please look for an SMS on your registered phone number for the same.

You should receive the OTP on your phone within 3 minutes but, in case you don't simply get in touch with us on 1-800-209-9191 from Mon-Sat between 8:30 AM to 6:00 PM.

Steps to set up passwords for both Neo mobile app and Nest trader terminal are separate.

For ease, you can choose to keep the same password for both.

To set up your Neo account follow the instructions here.

To set up your Nest account follow the instructions here.

Although not recommended, Nest with 2 different brokers can be used on the same system.

Save the applications in two different drives, for example, Kotak Securities' Nest in C Drive and another broker's Nest in D Drive.

Apart from the nest trader terminal on your desktop, you will also have access to the Kotak Securities neo mobile app.

While Keat Pro and Kotak stock trading app won't be accessible after you switch to Neo, you will be able to access your account on Kotak Securities website only for non-trading requirements and service requests.

Note - The login ID and password for nest trader terminal, neo mobile app and Kotak securities website are not the same.

Enter your respective user ID and password for www.kotaksecurities.com and 'Do not enter the Access Code' after you have switched to Neo.

All your order and trade related activities can be accessed only from nest trader terminal and neo mobile app.

To set up your Neo account follow the instructions here.

To set up your Nest account follow the instructions here.

You may click here to know about how to transfer funds through Nest.

Alternatively, an easier and faster way to do this is using the Kotak Neo mobile app and add funds through it. You can transfer funds without any charges via Razorpay and UPI.

Please follow the steps in the link below to know how to transfer funds via the Neo mobile app:

How do I transfer funds to my trading account?

The shortcut to invoke trade book is F8. Shortcut to order book is F3 or you could go to View order/trade reports

In the admin positions window (Shortcut - F11), you can see all your positions. To know how to square off your open positions, click here.

There are no separate charges for using Nest. Your brokerage plan continues the same as before.

If you are on the Trade Free Plan, you can find out more details here.