How to Close a Saving Account

Owned by Laurie Wilmot (Unlicensed)
Last updated: Jun 24, 2019 by Massabe Lydiane

A saving account must have a zero balance to be closed.

On this page:

To close a saving account

Locate the saving account by viewing the client, group, or center that holds the saving account and click on the saving account under Saving Account Overview.

  1. Select More and Close from the action bar.
  2. On the Close Saving Account form:
    1. Select Closed on from the calendar pop-up
      Valid dates range from the date the account was opened to the current date
    2. Type a descriptive Note.
    3. Click Submit.

The saving account will be closed and its status updated to Closed.

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