saving ACCOUNTS APPLICATION

The current and saving accounts application allows you to apply for a savings 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 > Savings Account

To apply for a savings account:

1. From the product selection screen, select the appropriate savings product.
2. Click View Details. The product details appear.
3. Click Apply. The Orientation screen appears.
   OR
   Click Back to navigate to the previous screen.

4. Click I am Ready.
5. The Requirement screen appears. From the Currency list, select the account currency.

6. From the Co-applicant list, select the number of applicants for the account. If you select one or more than one co-applicants:
1. From the Co-applicant Relationship list, select relationship of the co-applicant with the primary account holder.
7. To accept the terms and conditions, select I accept the terms and conditions check box.
8. Click Apply.
9. The Confirmation screen appears. Verify the details and click Confirm.
   OR
   Click Edit to modify the applicants detail.
10. The Application screen appears. In the Primary, Contact, Identity, and Occupation Information section enter the relevant details. For more information click here.

11. Click Submit.
12. The Savings Account screen appears. In the Card Number field, enter the debit card number.
13. From the Card Type list, select the type of card.
14. From the Card Color list, select the color of the card. Click Apply.

Field Description

Field Name	Description
Help us understand your current and savings account requirements
Currency	CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. of the account.
Co-applicant	Number of co-applicants.
I accept the Terms & Conditions	Terms and conditions for the account holder.
Primary For more information on primary details, click here.
Identity For more information on identity, click here.
Contact For more information on contact, click here.
Occupation For more information on occupation, click here.
Card Number	Debit card number of the account holder.
Card Type	Card type of the account holder.
Card Color	Card color of the account holder.

15. The Review screen appears. Verify the details, click Submit.
16. The submission approved message appears with the submission ID. Click Track Application to track the application progress.

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