ACCOUNT DETAILS
The account details screen displays important information related to a wallet account such as the account holding pattern and the names of all the account holders, the current status of the account and the branch in which the account is held along with details on various balances and limits applicable on the account.
How to reach here:
Dashboard > My Accounts Widget > Current and Savings > Active Account > More options > Wallet Account Details
OR
Toggle Menu > Accounts > Current and Savings > Savings & Current Account Details > Choose Account > Wallet Account Details
To view the wallet account details:
- Select the option Active from the provided filter option on the Current & Savings widget.
- All the active current & savings accounts held by the user appear.
- Click on a specific wallet account record, and click on the more option icon, and then select Account Details option to view details of that account.
Field Name |
Description |
---|---|
Customer Name |
Name of primary account holder. |
Net Balance |
The amount that can be withdrawn from the account. |
Basics |
|
Customer ID |
The primary account holder’s customer ID in masked format. |
Account Number |
Account number of the Wallet Account is shown in masked format. |
Balance Details |
|
Available Balance |
The current available balance in the account. |
- Click on the Back to Dashboard link to go to Dashboard screen.