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KYC update reminder on WhatsApp
The bank asks you to update KYC by a date, you mean to do it, and then the account gets restricted.
How to set it on WhatsApp
When the bank or fund house sends a KYC notice, tell RememberMyTask: “Remind me to update KYC at my bank before 30 November”. You get nudges 2 days and 1 day before. Add nag me to the final reminder if you tend to put it off.
Pick one and send it
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Bank KYC deadline
Nudges 2 days and 1 day before the date in the notice.
Remind me to update KYC at SBI before 30 November
WhatsApp number coming soon -
Branch visit, with nag
Pick a free morning and let it keep asking.
Remind me saturday 10am to visit the bank for KYC with Aadhaar and PAN, nag me
WhatsApp number coming soon -
Periodic re-KYC
Banks ask again every few years depending on your risk category.
Remind me every year on 1 June to check if any bank or demat KYC is pending
WhatsApp number coming soon
Change any words you like. The bot understands plain sentences in any language. Free forever: 100 messages every month.
Questions
What documents do I need for KYC?
Usually PAN and an address proof such as Aadhaar, passport or voter ID, plus a recent photo. Some banks let you update online with Aadhaar OTP or video KYC.
What happens if I miss the KYC deadline?
The bank may freeze or restrict transactions until KYC is done. Mutual fund and demat accounts can also block new investments.
How do I know if a KYC message is real?
Banks do not ask for OTPs, passwords or card PINs over calls or links. Update only through the bank’s official website, app or branch.
Can I set reminders for several accounts?
Yes. Send one message per account, or ask the bot to list them all when you want to check.