Siebel Wireless Administration Guide For Financial Services > Using Wireless Banking and Brokerage >

Accounts

Use the Accounts view as a gateway to see the account balance and account transaction information, or to create a new account transfer.

When you select Accounts from the Main Menu, your device displays the Accounts view.

The Accounts view displays the account number, name, and current balance of the first few of your accounts. The actual number of accounts displayed depends on the configuration settings.

You can drill down on the account number to see details about any account displayed on the screen.

To display account details

  1. Scroll to the account for which you want to see details.
  2. Press the soft key to link to the selected account.

    3. The Account view opens and displays details for the selected account.


 Siebel Wireless Administration Guide For Financial Services
 Published: 18 April 2003