Help Center
Page tree

Versions Compared

Old Version 2

changes.mady.by.user user-e873e

Saved on

compared with

New Version 3

changes.mady.by.user Seema

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Overview

Now that you have successfully configured the Zeta app, you can access the Zeta landing page i.e., Home tab that allows you to perform the various tasks ranging from secure merchant payments, fund transfers to manage the overall security aspects of super card usage. Zeta is equipped with anti-fraud measure such as SecureShield that protects your every super card transactions. 

  • open Update Identity Details notification in your Inbox folder.
    Image Removed
    • Choose the document type

    or upgrade your Minimum KYC to avail the Zeta tax benefits.

    Note
    titleRBI Update

    As per the new RBI mandate, it is mandatory to update your identity details before December 31st, 2017 to continue receiving tax benefits on Zeta.

    Expand
    titleSteps to update identity details
    Div
    classfaq-panel-expand


    Expand
    titleUpdating minimum KYC details


    Div
    classcustomtabs


    Div
    classtabsmenu


    Div
    classtabsmenu_1

    IDFC KYC


    Div
    classtabsmenu_2

    RBL KYC


    Div
    classtabsmenu_3

    Kotak KYC



    Div
    classtabscontent


    Div
    classtabpage_1
    1. Open Zeta App.


    2. Div
      Tap hamburger icon (Image Added) and then tap Edit Your Profile.


      Image Added

    3. Tap Start KYC.
    4. Enter the below mentioned identity details and tap Continue.
      1. Enter your First Name and Last Name.
      2. Select the Document Type that you want to submit and enter the document's relevant ID Number.
      Image Added

    Your KYC details are successfully updated in the system. Tap Okay to exit the screen.

    Image Added


    Div
    classtabpage_2
    1. Open Zeta App.


    2. Div
      classimg-sm
      Tap hamburger icon (Image Added) and then tap Edit Your Profile.


      Image Added

    3. Tap Start KYC.
    4. Enter the below mentioned identity details and tap Continue.
      1. Enter your First Name and Last Name.
      2. Select the Document Type that you want to submit and enter the document's relevant ID Number.
    Image Removed Image Removed
    1. Image Added

    Your KYC details are successfully updated in the system.

    Image Removed

    Tap Okay to exit the screen.

    Image Added


    Div
    classtabpage_3
    1. Open Zeta App.


    2. Div
      classimg-sm

      Tap hamburger icon (Image Added) and then tap Edit Your Profile.


      Image Added

    3. Tap Start KYC.
    4. Enter the below mentioned identity details and tap Continue.
      1. Enter your First Name and Last Name (as per PAN Card).
      2. Select Gender and Date of birth.
      3. Enter your PAN Card Number.
      Image Added

    Your KYC details are successfully updated in the system. Tap Okay to exit the screen.

    Image Added





    Expand
    titleUpgrading Minimum KYC to Full KYC


    Note

    Currently, upgrade is available for RBL users only. Other bank users can contact the

    Span
    idzeta_support
    classtooltip

    Zeta Support.

    Tooltip
    idzeta_support
    textDrop a mail at support@zeta.in, or call us on 080-66905995
    directionSW

    1. Open Zeta App.


    2. Div
      classimg-sm

      Tap hamburger icon (Image Added) and then tap Upgrade.


      Image Added


      Note


      Div
      classimg-sm

      Alternately, you can begin upgrading your KYC by tapping Edit Your Profile using the hamburger icon (Image Added).


      Image Added

      Now tap Upgrade.

      Image Added


    3. Enter your Aadhaar numberand tap Next.

    4. Enter the OTP sent by Aadhaar to your registered mobile number and tap Next.

      Image Added

      Note

      If you don't receive the OTP, click Resend OTP to get the OTP again. Contact Zeta by clicking "Didn't get OTP? " if you even fail to receive the OTP using the resend option.


    5. Enter your Pan number and tap Next.
      Image Added
    6. Select your Employment type and Marital status from the respective drop downs.
      Image Added
    7. Enter your Name as per PAN Card.
      Image Added
    8. Enter your current address details.
      Image Added
    9. Enter your Mother's name and Father's name.
      Image Added Image Added

    10. You won't see this step if you already have the physical Zeta Super card. Otherwise, the Zeta Card will be delivered to your current address or to your residential address as per your preference. Tap Yes to confirm.

      Image Added

    Once you're verified, you will get inbox and push notifications about the successful card upgrade. You will notice a KYC Verified message below your profile picture, and your cash card will appear as Cash Card Plus  (in green color).

    Image Added




    Remember that employers would disburse Optima payroll allowances and claims benefits such as meal voucher or telephone allowances to employees' Zeta account. A successful app configuration enables you to view your active corporate cloud cards under the Cards tab.

    You may also see your cash card, rewards card and linked bank accounts to perform various fund transaction activities. In latest android release, card orientation and display patterns are improved to enhance the user experience and you see all your cards in a stacked fashion overlapping one after the another. 

    Note

    User version of Zeta app is identical to the enterprise version but doesn't include Optima payroll allowances and claims under the cards tab. Subscribers of Zeta user version are only able to access cash card and rewards card.

    Using Home tab you can perform following tasks:

    Image RemovedImage Added


    Div
    classrelated-articles related-articles-sidebar

    Related Articles

    Content by Label
    showLabelsfalse
    max6
    spacesZET
    showSpacefalse
    sortcreation
    typepage
    cqllabel in ("payyourexpense","managefunds","managesupercard","managecashcard","optimacard","managerewardcard") and type = "page" and space = "OND"
    labelstest9