How to Modify a Saving Account Application

Owned by Laurie Wilmot (Unlicensed)
Jun 16, 2014

Saving account applications that are Pending Approval may be modified.

 

On this page:

To modify a saving account application for a client

To modify a saving account application for a client, select the client (needs link to how to find a client). Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.
  3. Click Submit.

The saving account application will be updated with a status of Pending Approval. 

To modify a group saving account application

To modify a saving account application for a group, select the group (needs link to how to find a group). Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.

  3. Click Submit.

The saving account application will be updated with a status of Pending Approval.

To modify a center saving account application

To modify a saving account application for a center, select the center (needs link to how to find a center). Click the General tab.

  1. Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
  2. Make desired changes to the saving account fields.

  3. Click Submit.

The saving account application will be updated with a status of Pending Approval.

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