Investment review reminder on WhatsApp

Updated 31 October 2026.

An investment review reminder on WhatsApp is a scheduled message asking you to sit down and look over your accounts. Set it with Mindie in one line, for example "every 6 months starting 1 January at 7pm remind me to review my investment accounts", and it repeats on that schedule.

There are two common problems: never looking, and looking too often. Some people leave an old account untouched for years with high fees or the wrong beneficiary. Others check every day and react to headlines. A review on a set date, a few times a year, sits in between.

Mindie

on WhatsApp

• Every six months

  Every 6 months starting 1 January at 7pm remind me to review my investment accounts

• Once a year with a checklist

  Every year on 5 December at 8pm remind me to check my portfolio, fees and beneficiaries

• Before an adviser meeting

  Remind me on 12 February at 6pm to write down my questions for the adviser meeting on the 14th

When to be reminded

• Every six months or once a year. Pick a schedule that suits you and stick to it.
• After a life change. A new job, a move, a marriage or a new child is worth a one-off review.
• Before a meeting with an adviser. A reminder a couple of days ahead to write down your questions.

Why reviews get skipped

• There's no deadline. Nothing forces the check, so it slides year after year.
• Accounts are spread out. An old workplace plan, a personal account and an app you opened once, each with its own login.
• It's easier to look away in a bad year. Which is often when a calm review helps most.

Habits that help

• Use the same checklist each time. Fees, account list, beneficiaries, and whether anything changed in your life.
• Keep a list of accounts. Send Mindie "add old work 401k to accounts list" so you have the full picture in one place.
• Write down questions as they come up. Add them to a list and ask for it before you meet an adviser.

How Mindie handles it

1. You send one message with the schedule, like every 3 months, every 6 months or yearly.
2. Mindie confirms the first date and how often it repeats.
3. It messages you on each date in your timezone. Reply "done" when you've reviewed, or snooze it to the weekend.

Your accounts list and questions stay in your Mindie notes and lists, so they're there next time.

What Mindie doesn't do

• It isn't investment advice. It never suggests what to buy, sell or hold.
• It doesn't connect to any account, brokerage or bank, and can't see balances.
• It doesn't message your adviser. Reminders come only to your own WhatsApp chat.

Questions

This page explains how to set the reminder with Mindie. It isn't financial, legal or medical advice; check dates and doses with the people who set them. Checked on 31 October 2026.