How to Modify a Term Deposit Account Application

Owned by Laurie Wilmot (Unlicensed)
Jun 18, 2014

Term deposit account applications that are Pending Approval may be modified.

 

On this page:

To modify a term deposit account application

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

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

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

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