Account Sweep
Account | Account Transactions

Account sweep is a financial service that automatically transfers funds between different accounts to maximise the use of available funds and minimise idle cash balances. It can also be used to pay down outstanding balances on lines of credit or loans. Account sweeps can be performed on a daily, weekly, or monthly basis, depending on the needs and preferences of the account holder.

Change Channel
Account | Servicing & Maintenance

You can update the sourcing channel for the existing customer accounts. Sourcing channel can be prominent information for reporting. The available channels are OLB, and MB.