1.52.5 Joint Account Details Tab

This topic explains the Joint Account Details Tab of Investment Account Detail screen.

  1. On Investment Account Detail screen, click Joint Account Details tab to view the following details.
    The Joint Account Details are displayed.

    Figure 1-73 Joint Account Details


    Description of Figure 1-73 follows
    Description of "Figure 1-73 Joint Account Details"

  2. On the Joint Account Details tab, specify the fields.
    For more information on fields, refer to the field description table.

    Table 1-66 Joint Account Details - Field Description

    Field Description
    Joint Holder Type Optional

    Select the type of joint holder from the drop-down list. The list displays the following values:

    • First
    • Second
    • Third
    Joint Holder ID Alphanumeric; 12 Characters; Optional

    Specify the joint holder ID. Alternatively, you can select joint holder ID from the option list. The list displays all valid joint holder IDs maintained in the system.
    Joint Holder Name Display

    The system displays the name of the selected joint holder ID.

Parent topic: Process Investment Account Detail