8 Inquiry

Under the Inquiry menu, user can inquire the details of IRA Accounts and IRA Deposits.

  • Account Transaction
    This topic provides the systematic instructions for the users to view and download all the transactions posted to the current account and saving accounts for a particular date range or last n transactions.
  • Certificate
    You can specify a CD account number and generate the deposit certificate and displayed along with an option to email the PDF to the customer's registered email address using the Certificate screen. You can also perform this activity based on request from the deposit holder.
  • Account Closure Inquiry
    This topic describes the Systematic instructions to inquire account closure status at different stages of the account closure process.
  • IRA Plan Details
    User can inquire the details of IRA plan using the IRA Plan Details screen.
  • Interest Paid Out Details
    User can inquire the details of Interest paid out using the Interest Paid Out Details screen.