Manage accounts

Control Center enables you to view the financial accounts and subaccounts that belong to individual customers. For more information, refer to Accounts.

To manage accounts:

1. From the main menu, select Customer operations > Accounts management.
2. On the Accounts management screen, select how you want to search: Document, Account, Email, or Name.
3. Enter a search value and then select Search.
4. On the results screen, use the Search field and Filter icon as needed to locate the account you want.
5. In the result list, select the account you want to manage.