How to upgrade IDFC saving account..

[vikas31081991]

My RM triggers the account upgradtion in last 20 days , still I did not recieve any message and any communication...

what is the process of the upgrade of account in idfc, after RM trigger.. kindly let me know .

 

[StanRoute66]

My dad has 10lk+ balance in his account can he convert to wealth with 25k amb? He currently has that 10k basic account

yes , request in branch

 

[vaibhav111]

alright, i do have an IDFC zero MAB account (received through WhatsApp in feb 2023) so i have transferred 10 lakhs above and below 11 lakhs. so would wait for AQB to reach 10 lakhs and then let c if the automation trigger is done or not. if not 3 months then. if anyone knows a faster route do let me know.

 

[StanRoute66]

alright, i do have an IDFC zero MAB account (received through WhatsApp in feb 2023) so i have transferred 10 lakhs above and below 11 lakhs. so would wait for AQB to reach 10 lakhs and then let c if the automation trigger is done or not. if not 3 months then. if anyone knows a faster route do let me know.

go to BM and tell them to upgrade the account to Wealth .

 

[vaibhav111]

go to BM and tell them to upgrade the account to Wealth .

Hmm from where I can find his number.

 

[StanRoute66]

Hmm from where I can find his number.

Just visit the branch .

 

[vijay.vj]

alright, i do have an IDFC zero MAB account (received through WhatsApp in feb 2023) so i have transferred 10 lakhs above and below 11 lakhs. so would wait for AQB to reach 10 lakhs and then let c if the automation trigger is done or not. if not 3 months then. if anyone knows a faster route do let me know.

You can open a fresh wealth account by giving 10L cheque and it will be with wealth status in 1-2 days. This is what my RM told me... or keep 10L in my account for 3 months straight.

 

[vaibhav111]

You can open a fresh wealth account by giving 10L cheque and it will be with wealth status in 1-2 days. This is what my RM told me... or keep 10L in my account for 3 months straight.

Oh so close existing one and open a new idfc account alright for wealth in short span of time. Thanks for the info.

 

[vijay.vj]

Oh so close existing one and open a new idfc account alright for wealth in short span of time. Thanks for the info.

Open wealth with 10L cheque... once its fully active with wealth status... you can close your old one (if its not linked for other financial entities) or continue with 0 MAB (if account closure is a hassle).

IDFC allows multiple accounts for same individual.

 

[vaibhav111]

so via twitter DM, send a request then emailed them, got a call from my nearest branch. she said for wealth upgrade minimum Balance Required is 75,00,000 lakhs. i said huh what.. are you sure! it isn't 10 lakhs! i said i knew many people who have idfc wealth but isn't from my city! she said let me check again.

 

[quino]

so via twitter DM, send a request then emailed them, got a call from my nearest branch. she said for wealth upgrade minimum Balance Required is 75,00,000 lakhs. i said huh what.. are you sure! it isn't 10 lakhs! i said i knew many people who have idfc wealth but isn't from my city! she said let me check again.

pls don't go with her. either clueless or really scammy

 

[vaibhav111]

pls don't go with her. either clueless or really scammy

It was actually from my branch nearest to my residence. So she didn't knew shit🤣