How can I view my ledger entries or trading account statement?

Choose a platform
  1. Login with your credentials
  2. Click on the Profile Icon
  3. Click on Reports & Statements
  4. Select Ledger (Statements of Accounts)
  1. Go to the website:
  2. Login
  3. Click on the Profile Icon
  4. Click on Reports & Statements
  5. Select Ledger (Statements of Accounts)

You will have to use the Kotak Securities Neo mobile app for viewing this. In the Neo app,

  1. Go to profile section from the top right corner of the home screen of your app
  2. Click on reports and statements
  3. Click on cash ledger. You will be redirected to the Kotak Securities website
  4. Select the financial year and click on go. You can download the statement by clicking on export to excel

To know how to set up your account on the Neo mobile app, click here.

  1. Login to Stock Trader App
  2. Click on More on the bottom Menu Bar
  3. Scroll down to Tools & Resources
  4. Click on Reports & Statements
  5. Click on Account Statement

Click here and login


Follow the below steps:

  1. Visit:
  2. Log in with your credentials
  3. Click on “More”
  4. Scroll to Tools & Resources
  5. Click on Reports & Statements
  6. Ledger (Statements of Accounts)
This feature is not allowed for this platform.