Refinance Account Wizard, Overview
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To open the Refinance Account form, from the
Account
menu, click
Refinance Account
.
Pages
Closing the Refinanced Account
Select Account to Refinance
Enter any Credits (Rebates) due
Update Accruals and other charges
Specify the Transaction details to New Account
Specify the Transaction details to an existing Account
Opening the New Account
Select the Product Type
Specify the Account Clients
Enter or Edit Security Statement
Specify Account Type details
Enter the Name and other details
Enter Financial details
Enter Other details
Review the details before finalising the new Account