42 Account 360

The Account 360 screen helps the user provide an overview of Account Holder Details, Account Balance, Account Details, Suggested Actions, Overdraft Details, Alerts, Standing Instructions, Pending Requests, Recent transactions, and Interest Details.

This topic contains the following subtopics:

  1. On the Homepage, from Account Services, under Inquiry, click Account 360, or specify the Account 360 in the Search icon bar.
    Account 360screen is displayed.


    The fields which are marked in asterisk blue are mandatory.
  2. On Account 360 screen, specify the account number.
    Account 360 details for account is displayed.

    Figure 42-2 Account 360 Details for Active Account

    Description of Figure 42-2 follows
    Description of "Figure 42-2 Account 360 Details for Active Account"
  3. On Account 360 screen, specify the fields.
    For more information on fields, refer to the field description table.

    Table 42-1 Account 360 - Field Description

    Field Description
    Account Number Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and clicking on the Fetch button.


    The Account Name is displayed adjacent to this field as the account number is selected.
  4. On the Account 360 screen, click on Refresh icon icon to refresh the information on the screen.
  5. On the Account 360 screen, click Hamburger icon icon to browse the account services menu.