Personal Details

The personal details are the primary information about the account holder. It includes following details:

To add personal details:

In the primary Information screen enter the appropriate information like, first name, last name, date of birth, citizenship, etc.

Field Name	Description
Salutation	Salutation of applicant. The options are: Mr Ms Mrs Others
First Name	First name of the applicant.
Last Name	Last name of the applicant.
Email	Email address of the applicant.
I consent to receive marketing communication from the bank	Whether the applicant consents to receive marketing information from the bank.
Date of Birth	Date of birth of the applicant.
Gender	Applicants gender.
Marital Status	Marital status of the applicant. The options are: Married Unmarried Divorced
Dependents	Number of people dependent on the applicant.

Click Continue to save the primary information. The Proof Of Identity section appears.

To add identification details:

In the proof of identity section enter the identity details such as, SSN, identity type, expiry date, state of issue, etc.

Field Name	Description
Identity
Social Security Number	Social security number (SSNSocial Security Number) of the applicant.
Type of Identification	Identification number corresponding to the identification type. The identification type could be: Driving License Marticular Consular Card State ID
ID Number	Identification number corresponding to the identification type.
Expiration Date	Last day of the identity.

Click Continue to save the identification information. The Contact Details section appears

To add contact details:

In the contact information section enter the contact details such as, accommodation type, address, city, state, zip, email ID, etc.

Field Name	Description
Residential Address
Accommodation Type	Accommodation type of the applicant.
Address 1-2	Address details of the applicant.
City	City name of the applicant.
State	State name of the applicant.
Zip Code	Zip code of the applicant.
Staying Since	Date since applicant is staying at the current location.
Email	Email address of the applicant.
Confirm Email	Re-enter the phone number to confirm.
Phone Type	Phone type of the applicant. The phone type could be: Personal Mobile Work Mobile Work Phone
Primary Phone Number	Primary phone number of the applicant.

Click Continue to save the contact information. The Employment Details section appears

To add employment information:

In the employment section, enter the employment details, employer name, employment status, employment type, and start date.

Field Name	Description
Employment Type	Employment type of the applicant. The types are: Salaried Self Employed Others
Employment Status	Occupation status of the applicant. The options are: Part Time Full Time
Company Name or Employer	Name of the company or firm in which the applicant is employed.
Start Date	Employment start date of the applicant.

Click Continue to update the employment details. The Features and Specifications section appears

To add features and specifications:

In the features and specification section enter the details like, number of cash deposit in a quarter, card type, name on card, etc.

Field Name	Description
Quarterly number of Cash Deposits	Number of times the cash is deposited in a calendar quarter.
Will ATM be used in Multiple States	Whether ATMAutomated Teller Machine terminal allows customers having an ATM or debit card to perform several banking transactions such as cash withdrawal, balance inquiry, funds transfer, and so on. in more than one sates is going to be used for cash withdrawals.

Click Continue to update the features and specification details. The Fund Your Account section appears.

To fund your account:

In the fund your account section, enter the details like, initial deposit amount and funding source.

Field Name	Description
Initial Deposit Amount	Amount to be deposited once the account is opened.
Your Funding Source	Occupation status of the applicant. The options are: I will use my credit card I will use my debit card
Card Type	Account funding card type. The card type could be: American Express Carte Blanche Diners Club Discover Master Card
Card Number	Card number for funding the account.
Expiration Date	Card expiry date in terms of month and years. Month Year
Name on Card	Account holders name printed on card.
Security Code	Three digit security code printed on the back side of the card.

To setup your deposit:

In the Setup Your Deposit section, enter the initial deposit amount, funding source, tenure, payout instruction, etc.

Field Name	Description
Deposit Amount	Amount to be deposited once the account is opened.
Your Funding Source	Occupation status of the applicant. The options are: I will use my credit card I will use my debit card
Tenure	Deposit tenure in terms on years, months, and days.
Interest Payout Frequency	Interest payable at regular intervals. The payout frequency could be: Monthly Quarterly Half Yearly Yearly Maturity
Your Funding Source
Credit / Debit Card
Card Type	Account funding card type. The card type could be: American Express Diners Club Discover Master Card
Card Number	Card number for funding the account.
Expiration Date	Card expiry date in terms of month and years. Month Year
Name on Card	Account holders name printed on card.
Security Code	Three digit security code printed on the back side of the card.