Change Branch
Account | Servicing & Maintenance

You can transfer an existing account from one branch of a bank or financial institution to another. This service requires the account holders to provide the required information such as their account number, personal identification, and the new branch location.

Manage Payment Schedule
Cash Management | Account Maintenance

You can define the conditions for the schedule and frequency of pay-in and pay-out transactions when the structure is in the live stage. You can also define the schedule for individual summary accounts within the structure (provided they are in the live stage).