To modify a saving account application for a client
To modify a saving account application for a client, selectthe client (needs link to how to find a client). Click . Click the General tab.
- Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
- Make desired changes to the saving account fields.
- Click Submit.
The saving account application will be updated with a status of Pending Approval.
To modify a group saving account application
To modify a saving account application for a group, select the group (needs link to how to find a group). Click the General tab.
- Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
- Make desired changes to the saving account fields.
Click Submit.
The saving account application will be updated with a status of Pending Approval.
To modify a center saving account application
To modify a saving account application for a center, select the center (needs link to how to find a center). Click the General tab.
- Click the saving account to be modified from the list of saving accounts in the Saving Account Overview section.
- Make desired changes to the saving account fields.
Click Submit.
The saving account application will be updated with a status of Pending Approval.
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