Add or Remove Account Holders
Account | Servicing & Maintenance

Banks allow multiple account holders (for example, joint holders) to be recorded on accounts and also allow these account holders to be modified during the life of the account. This section describes how the bank can modify the involved account holders of an existing account.

  • Update the customer details of the account such as add or remove the joint customers, tax liability percentange, limit liability percentage of the joint customers

  • Update the customer details of the account such as add or remove the joint customers, tax liability percentange, limit liability percentage of the joint customers

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.