In this article, we will teach you how to create a new Term Deposit.
Navigate to fund level > Investments > New Holding Account > Term Deposit
- Code - Unique for the entity. No special characters, e.g. (!@#{}/) including spaces
- Enter Description - the Recommended format is the bank name followed by term deposit maturity date
- Enter Account details - BSB and Account Number are optional fields
- Enter Details of TD - Use this area to record details of the term deposit; this is an optional field.
- Click Activate to create the account
What's Next?
Learn how to process a Term Deposit Acquisition