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  1. Once you are viewing a list of the customer's deposit accounts, click the button with the plus (plus) icon at the bottom-right of your screen. This will launch the new deposit account creation form.

 

2. Select a product (Figure 1) and search beneficiary (Figure 2)

          

 

3. Once you have entered in the information required, your screen should look like the image below. Click the "Next" button to proceed.

 

4. You are now at the "Overview" section. Ensure that all information is entered in correctly, and click the complete button. Your deposit account is now created.

 

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