4.3 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:

Note:

The fields, which are marked with an asterisk, are mandatory.
  1. On the Homepage, from the 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.

  2. On the Certificate screen, specify the Account Number and press the Tab or Enter key.
    The deposit summary and certificate is displayed.
  3. You can view the certificate. For more information on fields, refer to the field description table.

    Table 4-3 Certificate – Field Description

    Field Description

    Account Number

    Specify the TD account number for viewing the 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.