How to Create a Term Deposit Account Application

Owned by Laurie Wilmot (Unlicensed)
Last updated: Jun 25, 2019 by Massabe Lydiane

Saving accounts may be created for active clients, active groups or active centers. 


On this page:

To create a saving account application for a client

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

  1. Click +New Saving on the bright blue action bar.
  2. Select the saving product to base the saving account on from the product list.
  3. Complete the saving account fields, making any modifications from the default that are permitted and applicable to the saving account application.
  4. Click Submit.

The saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.

To create a group saving account application

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

  1. Click +Group Saving Application on the bright blue action bar.
  2. Select the saving product to base the saving account on from the product list.
  3. Complete the saving account fields making any modifications from the default that are permitted and applicable to the saving application.

  4. Click Submit.

The saving account application will be created with the status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.

To create a center saving account application

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

  1. Click +Center Saving Application on the bright blue action bar.
  2. Select the saving product to base the saving account on from the product list.
  3. Complete the saving account fields making any modifications from the default that are permitted and applicable to the saving application.

  4. Click Submit.

The saving account application will be created with a status of Pending Approval. Your financial institution will define the workflow and permissions for approving saving accounts.

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