FAQs Your Nest Account

Reports & Statements

  • Where do I download my P&L reports from?
    For realized profit and loss please log in to kotaksecurities.com and access your reports from there. For today's P&L report, you can check under t...
    Mon, 13 Sep, 2021 at 12:49 AM
  • Where can I view my DP/demat holdings?
    You will have to use the Kotak Securities Neo mobile app for viewing this. In the Neo app, 1. Go to profile section from the top right corner of your ho...
    Fri, 26 Nov, 2021 at 9:06 AM
  • What is a capital gains report and where can I view it?
    A stock market investment deals with buying shares of various companies. Returns are earned from the increase in value of these shares as well. The profit y...
    Fri, 26 Nov, 2021 at 9:07 AM
  • What is a DP transactions report and where can I view it?
    This is a statement in which you can view the transactions made in your demat account for a specified period.  You will have to use the Kotak Securities Ne...
    Fri, 26 Nov, 2021 at 9:07 AM
  • Where can I view my trading account statement (cash ledger)?
    You will have to use the Kotak Securities Neo mobile app for viewing this. In the Neo app, 1. Go to profile section from the top right corner of the hom...
    Fri, 26 Nov, 2021 at 9:08 AM
  • What is a contract note?
    Contract note is the legal record of any transaction carried out on a stock exchange through a stockbroker. It serves as the confirmation of trade done on a...
    Fri, 26 Nov, 2021 at 9:08 AM
  • Where can I find the contract note?
    You will have to use the Kotak Securities Neo mobile app for viewing this. You can receive the contract note via email by following the below steps in t...
    Fri, 26 Nov, 2021 at 9:09 AM