CERTIFICATE OF DEPOSIT APPLICATION

The certificate of deposit accounts application allows you to apply for a deposit account. Account opening application goes through a particular cycle. Following are the steps involved in the account opening application:

• Orientation: It is the summary view of the account application process which you have to follow to open an account
• Basic Details
• Confirmation: It is the agreement before starting the account opening application process
• Application: You have to specify the personal and professional details
• Review: Summary of account application after selecting an offer
• Approval

How to reach here:

Dashboard > Certificate of Deposit

Anonymous Single Applicant

To apply for a deposit account:

1. From the Select State list, select the state of residence and click Select.
   OR
   Click Cancel to abort the savings account application process.

2. Click Select. The US Retail Certificate of Deposit Offers screen appears.

3. Click Apply.. The certificate of deposit offer screen appears with details such as, steps to open the account, things needed to open an account, etc

4. Click Continue to apply for account as an anonymous user. The Help Us Understand your Requirement screen appears.
   OR
   Click Log-in to apply for account with already created user ID.
   OR
   Click Cancel to abort the account application process.

5. From the Select Currency list select the currency.
6. Click Continue.
7. Select Individual option and click Continue. The Primary Information, Proof Of Identity, Contact Information, Employment, and Setup Your Deposit section appears.

8. Click individual section to enter the details. For more information click here.
9. Once all the mandatory sections are updated, click Review & Submit to submit the application.
   OR
   If you click Save for Later , the Save and Complete Later screen appears.
   OR
   If you click Cancel . The reason for cancellation screen appears.

1. Click the appropriate check box to select the reason for cancellation.
2. Click Cancel and Exit to cancel the account application process.
   OR
   Click Return to Application to navigate to the account application.

• The review screens appears with disclosures and consent section.

11. Select the appropriate check box to agree with the terms and conditions of the US regulation like, E-Sign disclosure, TIN certification and backup witholding agreement, and deposit account agreement.

12. Click Submit to apply for the account. The account successful application screen appears.
    OR
    If you click Save for Later , the Save and Complete Later screen appears.

Note: While applying for the certificate of deposit account, you can save and retrieve the application form at a later date. If you are a prospect customer, and wish to save the application for the first time you need to register for online banking services so as to access the application through application tracker at a later date.

• Click Register. The Registration screen appears.
  OR
  Click Go To Homepage to navigate to the home screen.

• In the Email field, enter the email address.
• Re-enter the email address in the Confirm Email field.
• If you click Verify link:
• The Verification screen appears. In the Verification Code field, enter the code received on your registered email address and click Submit.

• In the Password field, enter the password.
• In the Confirm Password field, re-enter the password.

19. Click Register. The registration successful message appears.
20. Click Track Application. For more information on application tracker click here.

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