Kotak Securities Ltd

Getting Started 17

• How do I migrate to Kotak Neo?
• How soon can I start trading on Neo mobile app once I have given the request?
• Can I continue to use Keat Pro and Kotak Stock Trading app along with the Kotak Neo mobile app?
• Is Trade Free Plan available for customers who switch to Neo?
• Are there any separate charges for using the Neo mobile app?

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Login 8

• How do I set up my Kotak Securities Neo account?
• How do I login to my account?
• I have not received the welcome email, how do I set up my account?
• I forgot my password
• I forgot my M-PIN

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Your Profile & Modification 26

• How do I change my password?
• How do I change my M-PIN?
• How can I remove the registered devices for my account?
• Can I switch between multiple accounts on the app?
• Where can I view my trading profile details?

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Addition of Segment 4

• Where can I view the active/inactive segments for my account?
• How do I activate a segment?
• How do I deactivate a segment?
• How do I activate Commodity Trading in the Kotak Neo app?

Account Locked 4

• Why is my account locked?
• Why did I receive an email for suspicious activity?
• How do I unlock my account?
• Why am I blocked from using the app on a rooted device?

Reports & Statements 9

• What is a capital gains report and where can I view it?
• What is a gain & loss statement and where can I view it?
• What is a DP transactions report and where can I view it?
• Where can I view my trading account statement (cash ledger)?
• What is a contract note?

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