Where can I view my Account details?

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This Statement reflects your transaction wise gain and loss for a particular financial year, including all charges. To view your gain and loss statement,

  1. Go to profile section from top right corner of your home screen

  2. Click on reports and statements

  3. Click on the realized gain & loss statement. You will be redirected to the Kotak Securities website

  1. Select the financial year and transaction type and click on go

Check out this video to know how you can access your reports on the Kotak Neo app -

  1. Go to the ‘More’ in the menu at the bottom
  1. Scroll to ‘Tools and Resources’ Section
  1. Click on Reports and statements and you will find most of your details here.

You can also view details pertaining to your account as below:

  1. Go to the ‘More’ in the menu at the bottom
  1. Click on the Settings icon
  2. Click on Profile Settings - This will give you details recorded for your account with Kotak Securities
This feature is not allowed for this platform.
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