2.5.2 Certificate

You can specify a TD account number and generate the deposit certificate and displayed along with an option to email the PDF to the customer's registered email address using the Certificate screen. You can also perform this activity based on request from the deposit holder.

To generate and view the deposit certificate:

1. On the Home screen, from the Retail Deposit Services mega menu, under Term Deposits and Inquiries, click Certificate or specify Certificate in the search icon bar and select the screen.

   The Certificate screen is displayed.

   Figure 2-72 Certificate

   
   Description of "Figure 2-72 Certificate"
2. On the Certificate screen, click the Search icon or specify the Account Number and press the Tab or Enter key.
   The deposit summary and certificate is displayed.

   Figure 2-73 TD Certificate

   
   Description of "Figure 2-73 TD Certificate"
3. You can view the certificate. For more information on fields, refer to the field description table.

   Table 2-51 Certificate – Field Description

   Field	Description
   Account Number	Click the Search icon and select the account number or specify the account number for viewing the TD certificate. Note: The account holder's name is displayed adjacent to the field. The customer information is displayed at the right of the screen.
   Deposit Details	Displays the deposit currency, amount, interest rate percentage, and tenure.
   Maturity Details	Displays the maturity currency, amount, and date.
   Status	Displays the current status of the account.
   Certificate	This section displays the deposit certificate. Note: If required, you can email the certificate by clicking Email.