How to generate the statements online from the website or app?

Choose a platform
  1. Log In to the NEO App
  2. Click on Profile Icon
  3. Choose Reports
  4. Select the Statement you want to download (You will be redirected to the respective statement)
  5. Click on the excel/pdf icon to download

Or

  1. Click on accounts statements on e-mail
  2. Choose report type from the drop down (screen)
  3. Choose the timeline
  4. Click on 'Email reports'

and the Statement will be sent to your registered e-mail id within 24 hours

  1. Go to https://ntrade.kotaksecurities.com/
  2. Login
  3. Click on Profile Icon
  4. Choose Reports
  5. Select the Statement you want to download (You will be redirected to the respective statement)
  6. Click on the excel/pdf icon to download

OR

  1. Click on accounts statements on email
  2. Choose the timeline
  3. Click on Email reports and the Statement will be sent to your registered email id in 24 hours
  1. Login with your credentials
  2. Click on More on the bottom Menu Bar
  3. Scroll to Tools & Resources
  4. Click on Reports & Statements
  5. Click on the statement you want to download (The panel will redirect you to the respective statement.)
  6. Click on the download excel/pdf button to generate

Or

  1. Click on Request reports on e-mail
  2. Select the Statement & timeline
  3. Click on 'Generate'

and you will receive the required statement on your registered e-mail id with in 24 hours

Log in with your credentials to Kotak Securities - https://www.kotaksecurities.com

  1. Click on Profile
  2. Click on Statements
  3. Click on the statement you want to download
  4. Click on the download excel/pdf button to generate

Or

  1. Click on Request reports on e-mail
  2. Select the timeline and generate

The required statement will be shared in your registered e-mail id

This feature is not allowed for this platform.