Kotak Securities Ltd
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Your Neo Account
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?
See all 17 articles
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
See all 8 articles
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?
See all 26 articles
Addition of Segment
4
Where can I view the active/inactive segments for my account?
How do I activate Futures & Options segment trading?
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?
See all 9 articles
Funds
Deposit
28
How do I transfer funds to my trading account?
Can I make a payment through cash?
Can I provide a cheque of someone else's account? (third party transfer)
How can I make a fund transfer through IMPS/NEFT/RTGS?
Can I transfer funds from bank accounts that are not linked to my Kotak Securities Neo account?
See all 28 articles
Withdraw
12
How do I withdraw money from my trading account?
How do I modify a withdraw request?
When will I get my withdrawn funds?
What is withdrawable balance?
When can I withdraw my funds if I sell my shares or close my positions today?
See all 12 articles
Pledge
11
How do I pledge my shares?
Can I get margin against my shares?
What is pledging of shares?
How can I sell my pledged shares?
How to mark any stock as a collateral?
See all 11 articles
Margins
30
How can I view my ledger?
Where can I check my balance and ledger?
What happens if I do not pay the balance margin before settlement?
By when am I expected to clear the entire amount of the buy transaction?
How do I know how much margin is available?
See all 30 articles
Orders
Placing an order (Invest)
30
What are the different products available for investing?
How to place a buy order?
How do I sell shares from my investments?
How can I view the margin required for NRML and MTF?
How do I cancel an order?
See all 30 articles
Investment Product Type
0
Portfolio
17
Where can I see the shares I have purchased?
What is unrealized profit/loss and where can I see it?
I have not received full credit against the sale value of my investments.
Where can I see my past trades?
I have purchased shares today however the same is not reflecting in my DP holdings
See all 17 articles
Stock Lending & Borrowing Mechanism (SLBM)
3
What do I receive for lending my shares?
When will the stocks leave from the DP account in SLBM?
What are the market timings SLBM?
Margin Trading Facility (MTF)
12
How do I activate MTF?
What is the liquidation policy for MTF?
What are interest charges?
How is the interest charge calculated?
Where can I check if MTF is active/inactive?
See all 12 articles
NRML
6
What is NRML and how does it work?
Where can I see the margin requirement for availing prime?
Is NRML available for all segments?
How to place a buy order with NRML?
How to place a sell order with Prime?
See all 6 articles
smallcase
17
What are smallcases?
Who can avail smallcases?
How can I avail of the smallcase?
Why should I invest in smallcases?
How are smallcases different?
See all 17 articles
Placing an order (Intraday)
8
What are the different products available for trading?
How can I view the margin required for intraday products?
What is a bracket order and how can I use it?
How much margin/leverage does Kotak Securities provide?
Why is the intraday margin increased for MIS and Cover order when the market is volatile?
See all 8 articles
Stop loss orders
8
How to place an NRML buy order?
How to place an NRML sell order?
How to cancel an NRML order?
How to modify an NRML order?
What is trigger price in a stop loss order?
See all 8 articles
MIS
4
How to place an MIS buy order?
How to place an MIS sell order?
How to cancel an MIS order?
How to modify an MIS order?
Cover Order
9
How to place a buy cover order?
How to place a sell cover order?
How to cancel a cover order?
How to modify a cover order?
How are Cover Orders (CO) affected by NSE’s self-trade prevention mechanism?
See all 9 articles
Positions
28
Where can I view my intraday orders?
What are the auto square-off timings for open positions?
I have not received my profit for the day
How to square off an intraday order?
How do I sort and filter on my positions?
See all 28 articles
Futures & Options
39
What are stock futures?
What is an option contract?
When will derivatives settlement take place?
What is a call option?
What is a lot size?
See all 39 articles
Trade API
35
What is Neo Trade API?
Is NEO Trade API free of cost?
What is the brokerage for using NEO Trade API?
Will I get Free Intraday Trading via NEO Trade API?
I don't have a Trading account. How do I get NEO Trade API?
See all 35 articles
Bracket Order
13
What is a Bracket Order?
Is Bracket order available for all segments?
How does Bracket Orders function?
How can I place a Bracket order on Neo platforms?
How can I manually square-off/exit a Bracket order position?
See all 13 articles
Trailing Stoploss
2
What is a Trailing Stoploss?
How can I set a Trailing Stoploss?
Features
Watchlist
8
How do I add shares to watchlist?
How do I remove shares from watchlist?
How can I sort and filter on watchlist?
How do I add Futures and Options contracts to my watchlist?
How do I add Nifty and Banknifty Options to my watchlist?
See all 8 articles
Research
9
What are Investment ideas?
How do I read investment ideas?
What are Your Shares and Market Shares in Investment Ideas?
Where can I find recommendations for long term investment?
Are investment ideas a paid service?
See all 9 articles
News
2
Why are some news tagged positive?
Where does news come from?
Charts
1
How do I view a technical chart?
Price Alerts
13
What is Price Alerts?
On what all parameters I can set an Alert?
How to create alerts?
How can I to view active or triggered alerts?
Why am I not able to create alerts on BSE scrips and commodities?
See all 13 articles
IPO
Initial Public Offering
0
Mutual Funds
MF
0
General
Demat
10
What is a demat account?
How can I transfer shares from any demat account to Kotak Securities Neo?
Can I update a second holder in my demat account?
What does delisting of a stock mean?
How long does it take for share transfer from one trading account to another?
See all 10 articles
Charges
13
How will the brokerage be levied if I do a buy and sell transaction or both?
What are the charges for opening an account?
How much brokerage and interest does Kotak Securities charge?
What are the applicable taxes and regulatory charges?
What are charges for dematerialisation and rematerialisation?
See all 13 articles
Account Related
33
I'm moving abroad, can I continue to use my Kotak Securities Neo trading account?
What is a trading account?
What is power of attorney(POA)?
Can an authorized person (non-account holder) request for dormant reactivation?
What are the different brokerage plans available?
See all 33 articles
BSDA
4
What is the eligibility criteria for availing the BSDA facility?
What are the DP charges for availing the BSDA facility ?
Can BSDA facility be activated for non-individual accounts?
What are the charges to opt for BSDA?
Corporate Actions
17
What is a rights issue?
What does ex-date and record date mean?
How can I apply for rights issue?
Where does the dividend amount get credited?
What is a stock split?
See all 17 articles
Miscellaneous
59
What do you mean by suspension of trading in stock?
What are Additional Surveillance Measures (ASM)?
Why does the limit order not get executed at times even when the price is shown on the screen?
What is Kotak Securities' policy on the physical settlement of equity derivatives on expiry?
What’s expected when there is a short delivery of shares and the exchange finds no fresh sellers in the auction markets?
See all 59 articles
Surveillance
Surveillance
19
What is surveillance?
What is the meaning of Additional Surveillance Measure (ASM)?
What is the meaning of Graded Surveillance Measure (GSM)?
What is the difference between Additional Surveillance Measure (ASM) and Graded Surveillance Measure (GSM)?
Should you trade in a stock if it is under Additional Surveillance Measure (ASM) and Graded Surveillance Measure (GSM)?
See all 19 articles
