1. When viewing a list of all deposit accounts for a customer, click on the account that you want to view.

 

2. You are now viewing the details of a deposit account. To edit the deposit account, click the edit button on the bottom-right of your screen. This will launch the update deposit account form.

 

3. Update, remove, or add new beneficiaries. Then click next to proceed.

 

4. You are now at the overview page. Ensure that all information is correct, then click "Complete" to save your changes.

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