Attach an account to a deposit product

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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:

  1. From the main menu, click Customer operations > Accounts management.
  2. On the Accounts management screen, select the type of data you want to search: Document, Account, Email, or Name.
  3. In the result list, select the account you want to manage. The account must be of the type Debit.
  4. On the account overview screen, open the Deposit products tab.
  5. Select the deposit product that you want to attach or detach. The deposit product must be in Active status.
  6. To attach the account, select Attach.

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If the account is currently attached to a deposit product, you can detach is by selecting Detach.