Activating savings accounts

Approved savings accounts must be activated before deposits and withdrawals can be processed.

Prerequisites

Steps

  • Navigate to the client's profile page
  • Click on the "Savings" tab
  • Click on the approved savings account to view its details
  • Click the "Activate" button
  • Enter the activation date (defaults to today)
  • Click "Submit" to activate the account

The savings account status changes to "Active" and can now be used for deposits and withdrawals.

Next steps

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