Attach an account to a deposit product
Prerequisites
- The organization that contains the deposit product must contain valid interest plans.
- The deposit product must be in Active status. To change the status, go to the account's details screen, select the status, and then choose Active.
- The account must be of the type Debit. (In Control Center, you can only attach debit type accounts. To attach a different type, you must use the Interest-bearing accounts API.)
To attach an account to a deposit product:
- From the main menu, click Customer operations > Accounts management.
- On the Accounts management screen, select the type of data you want to search: Document, Account, Email, or Name.
- In the result list, select the account you want to manage. The account must be of the type Debit.
- On the account overview screen, open the Deposit products tab.
- Select the deposit product that you want to attach or detach. The deposit product must be in Active status.
- To attach the account, select Attach.
If the account is currently attached to a deposit product, you can detach is by selecting Detach.
Updated 29 days ago