Kotak Securities Ltd

Getting Started 12

• How do I get access to Nest?
• How soon can I start trading on Nest once I have given the request?
• Can I continue to use Keat Pro and Kotak stock trading app along with Nest?
• Can I use Nest with 2 different brokers?
• Can I use Nest for 2 different Kotak Securities' accounts on the same system?

View all 12

Login 14

• I forgot my password- How do I reset it?
• Why did my account get locked and how do I unlock it?
• Do I also get a mobile app along with Nest?
• How do I set my Nest password?
• Are Neo mobile app and Nest logins different?

View all 14

Reports & Statements 7

• Where do I download my P&L reports from?
• Where can I view my DP/demat holdings?
• What is a capital gains report 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)?

View all 7

Your Profile 12

• Where can I view my demat profile details?
• How to check the updated email and mobile number for my trading account?
• Where can I find the updation forms?
• Where can I view my trading profile details?
• I want to update my registered phone number

View all 12

Watchlist 5

• I was given excel rights yet am unable to export my watchlist
• How do I access charts?
• How do I create watchlist on NEST?
• How do I add all F&O scrips expiring on a certain date in a watchlist?
• How do I stream my watchlist prices in excel sheet?

User Preferences 5

• How do I change the font size, type, and colour?
• How do I change the shortcut keys?
• How do I set my order preferences?
• How do I change the background colors in marketwatch or other screens?
• How do I view all shortcut keys?

Installation 4

• How do I install NEST?
• Which system will Nest best work on?
• Can I use ODIN and NEST on the same device?
• Can I use NEST on my iPad/Mac or phone?

Assistance 7

• Why does my price change broadcast freeze frequently?
• What does the error "NEST Installation failed for Interactive Engine" while opening NEST mean?
• I am receiving a "failed to connect to the server" error
• NEST keeps crashing- How do I solve this?
• Link to Excel option not working even though access is provided

View all 7

Deposit 5

• How do I transfer funds into my trading account?
• Why am I being charged for funds transfer?
• How long does it take for deposited funds to reflect in my trading account?
• Can I make an NEFT/RTGS transfer from someone else's account? (third party transfer)
• How to add funds via NEST Trader?

Limits 11

• What are RMS Limits?
• Can I trade against realised profit on same day?
• How do I add columns in RMS View Limit?
• Can I create a short position in options, against the option premium received?
• How do I know if my open F&O position is at risk?

View all 11

Pledge 3

• How do I pledge shares?
• Will I be eligible for the benefits of corporate actions if I have pledged my stocks?
• How can I release my pledged shares?

Withdraw 4

• How do I withdraw funds from my trading account?
• How long do funds take to reflect in my bank account after I request a payout?
• What will happen to the amount lying in my trading account if I close my trading account?
• How do I change my payout settlement cycle?

Intraday Product Types and Orders 11

• How do I view margin and place order?
• What are the various types of products along with their description?
• How do I place an intraday and MIS order?
• How do I place a sell order for my open positions?
• Can I place orders against my premium credit or amount?

View all 11

MIS 0

Cover Order 5

• Why am I not able to place a cover order in options?
• For cover orders, till what time can I square off my open positions manually?
• How do you place a cover order?
• How do you cancel a cover order?
• How do you modify a cover order?

Positions 9

• How do I square off all my positions together?
• Why is my order getting rejected?
• How do I filter order and trade book?
• What happens to all my open positions once I switch to Nest, are they available instantly?
• What's the shortcut key for trade book and order book?

View all 9

Futures & Options 16

• I have activated F&O but unable to add/view any scrips in watchlist
• How do I view an option chain?
• When will derivatives settlement take place?
• What is a call option?
• What is a lot size?

View all 16

Order Types 2

• What are the order types available and where do I find them?
• Which segments can I trade in via Nest?

Investment Order Placement 7

• How do I place a buy order?
• How do I place an AMO order?
• How do I place a sell order for my investments/CNC?
• How do I modify or cancel an order?
• Can I buy and sell stocks across the exchanges?

View all 7

Investments 4

• How do I view my holdings?
• What is unrealized profit/loss and where can I see it?
• How is the average cost calculated?
• I have purchased shares today however the same is not reflecting in my DP holdings

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 for SLBM?

BSDA 4

• What are the charges to opt for BSDA?
• 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?

Demat 5

• What is a demat account?
• How can I transfer shares from any demat account to Kotak Securities Nest?
• 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?

Charges 9

• 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?

View all 9

Account Related 14

• I'm moving abroad, can I continue to use my Kotak Securities Nest 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?

View all 14

Corporate Actions 6

• What is a rights issue?
• What does ex-date and record date mean?
• How can I apply for rights issue?
• What is a stock split?
• What is a dividend?

View all 6

Miscellaneous 7

• How can I view India VIX?
• What happens if margin is insufficient?
• Why is my order getting rejected due to auto square off executed?
• Why is my order rejected for "The trading system is not available for trading?”
• What do you mean if my order is getting rejected due to "Auto Square off block"?

View all 7