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

Bundle Restructure
Cash Management | Account Maintenance

The bundle is restructured by changing the parent or pool for a particular account provided with the same currency.

  • Structural changes of virtual accounts in live status - for example, removing one virtual account from a sweep group to another sweep group triggered by the bank user

  • Structural changes of virtual accounts in live status - for example, removing one virtual account from a sweep group to another sweep group triggered by the bank user