CERTIFICATE OF DEPOSIT APPLICATION
The certificate of deposit accounts application allows you to apply for a deposit account. Account opening application goes through a particular cycle. Following are the steps involved in the account opening application:
- Orientation: It is the summary view of the account application process which you have to follow to open an account
- Basic Details
- Confirmation: It is the agreement before starting the account opening application process
- Application: You have to specify the personal and professional details
- Review: Summary of account application after selecting an offer
- Approval
How to reach here:
Dashboard > Certificate of Deposit
Anonymous Single Applicant
To apply for a deposit account:
- From the Select State list, select the state of residence and click Select.
OR
Click Cancel to abort the savings account application process.
- Click Select. The US Retail Certificate of Deposit Offers screen appears.
- Click Apply.. The certificate of deposit offer screen appears with details such as, steps to open the account, things needed to open an account, etc
- Click Continue to apply for account as an anonymous user. The Help Us Understand your Requirement screen appears.
OR
Click Log-in to apply for account with already created user ID.
OR
Click Cancel to abort the account application process.
- From the Select Currency list select the currency.
- Click Continue.
- Select Individual option and click Continue. The Primary Information, Proof Of Identity, Contact Information, Employment, and Setup Your Deposit section appears.
- Click individual section to enter the details. For more information click here.
- Once all the mandatory sections are updated, click Review & Submit to submit the application.
OR
If you click Save for Later , the Save and Complete Later screen appears.
OR
If you click Cancel . The reason for cancellation screen appears.
- Click the appropriate check box to select the reason for cancellation.
- Click Cancel and Exit to cancel the account application process.
OR
Click Return to Application to navigate to the account application.
- The review screens appears with disclosures and consent section.
- Select the appropriate check box to agree with the terms and conditions of the US regulation like, E-Sign disclosure, TIN certification and backup witholding agreement, and deposit account agreement.
- Click Submit to apply for the account. The account successful application screen appears.
OR
If you click Save for Later , the Save and Complete Later screen appears.
Note: While applying for the certificate of deposit account, you can save and retrieve the application form at a later date. If you are a prospect customer, and wish to save the application for the first time you need to register for online banking services so as to access the application through application tracker at a later date.
- Click Register. The Registration screen appears.
OR
Click Go To Homepage to navigate to the home screen.
- In the Email field, enter the email address.
- Re-enter the email address in the Confirm Email field.
- If you click Verify link:
- The Verification screen appears. In the Verification Code field, enter the code received on your registered email address and click Submit.
- In the Password field, enter the password.
- In the Confirm Password field, re-enter the password.
- Click Register. The registration successful message appears.
- Click Track Application. For more information on application tracker click here.
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