View Account Details

Introduction

This screen displays the account details and security details linked to the account.

Navigation

The following is the navigation for this option:

  • The View Account Details screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

 

Field

Description

Personal (Currency) (Account Number)

General Details

Account Description

The short name assigned to the account. This can be modified using Update Account Preference under the Personal Profile menu option in the Non Financial Activities option of the user menu list.

Account Name

The name of the account.

Account Status

The status of the account, whether active, inactive and so on.

Account Type

The type of operative account, whether savings, loan and so on.

Account Category

The scheme code or category under which the account has been opened.

Branch

The branch where the account is held.

Account Open Date

The date on which the account was opened.

Currency

The currency in which the account is held.

Deposit Start Date

The value date of the deposit.

Deposit Amount

The amount of the deposit.

Deposit Status

The status of the deposit.

Deposit Period in Months

The tenure of the deposit in months.

Maturity Date

The date of maturity of the deposit.

Maturity Amount

The maturity amount of the deposit.

Interest Rate

The interest rate at which the deposit is booked.

Balance Details

Book Balance

The actual book balance.

Maturity Instructions

Auto Renew

Indicates whether maturity instruction is for autorenewal.

Auto Renew Month

The month in which the deposit will be auto renewed.

Auto Renew Day

The day on which the deposit will be autorenewed.

Auto Renew Counter

The number of times the deposit has been renewed.

Auto Closure

Indicates whether autoclosure instruction has been maintained.

 

Click

To

Download Details As

The transaction history details can be downloaded in any of the following file formats.

  • HTML

  • CSV

  • XLS

  • PDF

Back

Return to the previous screen.