1.10 Deposit Specifications

This topic describes the section where you can specify your service preferences.

You can provide your preferences related to services you would like on your certificate of deposit like the currency in which you wish your deposit to be held and define statement preferences such as the delivery mode and frequency.

Figure 1-15 Deposit Preferences



Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 1-14 Deposit Preferences - Field Description

Field Name Description
Specifications  
Preferred Currency The currency in which you wish to open your deposit. The currency will be defaulted to USD. If other currencies are supported, you will be able to edit this selection.
Statement Frequency

The frequency at which you would like to receive account statements.

The options are:

  • Monthly
  • Quarterly
  • Bi Annual
  • Annual
Optional Services  
Service

Each service that has been configured for the product you are applying for will be listed here.

Select the check box against the service that you wish to enable on your account.

  1. From the Preferred Currency list, select the currency in which you wish to open your deposit.
  2. From the Statement Frequency list, select the desired frequency at which you wish to receive account statements.
  3. Perform one of the following actions:
    • Click Continue to proceed to the next step in the application.
    • Click Back to navigate back to the previous step in the application.
    • Click on the Skip this Step link. This option will only be provided, if this step is optional for the product for which the application is being made.

      The next step in the application will be displayed.

    • Click on the Scan QR-code anytime to continue on mobile link to continue the application on mobile or tablet device.
    • Under the kebab menu, perform one of the following actions:
      • Click the Save and Continue Later option to save the application.
      • Click the Continue on Mobile option to continue the application on a mobile device.