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Account Opening
Where can I find my Kotak Neo Account's User ID?How long does it take to activate my Kotak Neo account and make it trade ready?What are some common errors during account opening and what do they mean?How to transfer shares from one demat account to other
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Account Reactivation
How many banks can be added in a Demat account?How to activate a dormant account?Why am I unable to trade? Why is my account suspended? How to start trading again? How to reactivate the account? / Why am I getting this communication that my account is going to be dormant? Account is inactive due to multiple email/mobile? What is the process to activate the same?
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Login And Password Reset
Which number will I get an OTP on if my numbers are different in trading and DP? I did not receive any OTP while resetting my passwordAre Neo mobile app and Nest logins different? I forgot answers to the security questions?
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Statement, Ledger, Reports
How to Calculate & Check Turnover for Equity Delivery and IntradayHow can I download my Bill-cum-Transaction Report / DP Bill?What is a DP transactions report and where can I view it?Where do I download my P&L reports from?
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Profile Details
What documents are required for address updation?Is it mandatory to link Aadhaar with a mobile number ?How do I change the background colors in marketwatch or other screens? How do I change the font size, type, and colour?
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Non Resident Indian (NRI)
How do I set up my account as an NRI user?How can i login as an NRI user?How can I update FATCA(Foreign Account Tax Compliance Act) in my trading and demat account?I'm moving abroad, can I continue to use my Kotak Securities Neo trading account?
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Segment Activation
My segment is active, but I still can’t place an order. Why?How will I know if my income proof has been rejected?Why was my segment activation request rejected?How do I activate a segment?
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Account Closure
How long will it take to close my account?What are the charges for account closure?Can I keep my trading account open and close my demat account?
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Switch to Kotak Neo
I am an NRI customer and I am migrated to Kotak Neo, How do I set up my account?What happens to the SIPs I've set up in the Kotak Stock Trader app?How do I set up my account in Kotak Neo? Will the migration affect the frequency or execution time of my existing SIPs?
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Tax Filing
Are there any income tax implications on gifting shares?
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