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How do I add money to my trading account using trinity (3-in-1) fund transfer service?

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To transfer funds through your Kotak bank account using direct access ensure that the same is mapped to your Kotak Securities Neo account with Direct Access being enabled :

  • Go to the funds section and click on the deposit button.
  • You might be prompted to enter your password, however if you have already entered your password once in the day, you will be directly taken to the next step

  • Enter the amount you would like to deposit

  • Select the payment method as Direct Access and click on the deposit button

The funds should reflect in your trading account immediately.

If you are a Trinity user, that is, if you have a 3-in-1 trading account, you can simply follow the steps below to transfer funds:

  1. Launch the Kotak Securities app.

  2. From the bottom menu, select Dashboard.

  3. Scroll to the bottom and select Add/Withdraw Funds.

  1. Enter the amount, choose where you want to transfer money from and "Transfer To," click Add Funds, and you will receive margin instantly.

Note: If you want to receive unutilized funds in your bank account the same day, choose Margin Money Payment from the Transfer To menu.

If you are a trinity user, i.e. if you have a 3-in-1 trading account, then you can just follow below mentioned steps to transfer funds:

  1. Login to Kotak Securities Website https://www.kotaksecurities.com/

  2. Go to Funds Section

  3. Click of Fund Transfer

If you use Trinity, all you have to do is enter the amount and click on confirm to get instant margin.

Note: If you want to receive unutilized funds in your bank account the same day, choose Margin Money Payment from the Transfer To menu.

This feature is not allowed for this platform.
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