Comprehensive platform offering a range of financial products and services tailored to your needs
Analyze market trends and patterns with our advanced charting tools
A dynamic reference point for Traders, indicating the average price of a security based on trading volume, aiding in better price execution and trend analysis.
Access your favorite stocks and assets instantly with our watchlist feature
A multi-leg trading strategy that involves placing a buy/sell order, along with predefined stop-loss and take-profit orders, all in a single order entry.
Kotak Neo Web
Kotak Neo TradeAPI
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.
Please make sure that Nest is always opened as an administrator for the terminal to operate at it's best
To reset your Nest password, you can follow the steps in the video below:
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
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.
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:
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.
Have more questions? Click here to check all FAQs related to NEST.