How Do I Change My Primary Bank Account Linked With Kotak Securities?

Kotak Securities offers a seamless process to update or change your primary bank account linked to your trading account. Follow these step-by-step instructions to update your bank account information effortlessly:

Method 1: Through Kotak Neo Mobile App

• Login to Kotak Neo:
  • Open the Kotak Neo mobile app and enter your login credentials to access your account.
• Access Profile Settings:
  • Navigate to the ‘Profile’ section within the app.
• Account Details:
  • Find and select the ‘Account Details’ option from the profile section.
• Linked Bank Accounts:
  • Tap on ‘Linked Bank Accounts’ to view the current bank account associated with your Kotak Securities trading account.
• Add New Bank Account:
  • Select the ‘Add Bank Account’ option to enter the details of your new primary bank account.

Method 2: Through Kotak Securities Website

• Access Profile Settings:
  • Log in to your Kotak Securities account through the website portal.
• Navigate to Additional Services:
  • Click on the ‘Profile’ section and locate ‘Additional Services.’
• Service Requests:
  • Under ‘Additional Services,’ find and select ‘Service Requests.’
• Bank Updation:
  • Click on ‘Bank Updation’ to initiate the process of updating your primary bank account details.
• Follow the Instructions:
  • Follow the on-screen instructions to provide the necessary information for updating your bank account.

Important Considerations:

• Ensure you have the details of the new bank account handy, including the account number, IFSC code, and other required information.
• The updated bank account will be reflected as the primary account for all future transactions and settlements.
• Kotak Securities may have specific requirements or documentation for changing the primary bank account. Be prepared to comply with these if necessary.

By following these straightforward steps either through the Kotak Neo mobile app or the Kotak Securities website, you can efficiently change your primary bank account linked with Kotak Securities. Keeping your account information updated ensures a seamless trading experience and hassle-free transactions with your Kotak Securities trading account.