Navigation:  Deposit Screens > Account Information Screen Group > Account Information Screen > Account Information tab

Use this tab to view and edit general information about the customer deposit account including balances, interest, certificates, account options, name and address information, balance negativity, and holds.

 

There are two list views at the bottom-right of this screen.

 

•The Transaction History (top) list view displays transaction history for the customer account. This history includes the number of times the account has been negative, ACH information, debit card transactions, and check information. The information on this list view is organized in current cycle (CYC), month-to-date (MTD), year-to-date (YTD), and life-to-date (LTD) categories.

 

•The Hold/Action Code (bottom) list view displays information about any hold/action codes currently active on the customer account. Hold/action codes are assigned to customer accounts on the Deposits > Account Information > Restrictions & Warnings screen.

 

 

The field groups on this tab are as follows:

 

Account Information field group

 

Name and Address field group

 

Balance Fields field group

 

Holds field group