Kotak Neo Account Opening

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How to add a bank account in Kotak Neo?

Kotak Neo offers a 3-in-1 account that includes a bank account, a demat account and a trading account. This way your bank account is already linked to your trading account and you do not need to add it separately.

If you already have a bank account with a bank other than Kotak Neo, add the bank details when you open the demat and trading account (2-in-1).

If the customer already has a savings account and a demat account with any of the following banks - Kotak Mahindra Bank, IndusInd Bank, ING Vysya Bank, Federal Bank, Citibank, Union Bank of India or Oriental Bank of Commerce - you just need to link your trading account and start trading.

To add funds from other bank accounts to Kotak Neo, please follow the steps below:

  1. Log in to Kotak Neo App or Website.
  2. Go to the trading section.
  3. Click on Funds > Money Transfer > Transfer Funds
  4. Select a bank you want to trade with and click Submit.
  5. Select your bank's name and the amount you want to transfer and click Go.
  6. You will be redirected to the bank's payment gateway
  7. Complete the transaction and your money will be added.
  8. Add steps if we can find the steps it will be helpful.

 

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