Balance Overview
This screen categorizes accounts into: Overdrafts and Current Accounts, Savings Accounts, Fixed Term Deposits and Loans. For each category, the most important relevant fields are displayed.
Features
- You can click on any of the headings to sort account information accordingly.
- You can convert account available balance amount to specific currency by selecting the requested currency from the dropdown list in the ‘Equivalent Available Balance’ column.
- If you click on the account number/alias, you will be directed to the account details of the specific account.
- You can print, download or save the summary of this screen in pdf and excel format by clicking on
icons. - By clicking on the Quick Links icon
, the following quick links are available, based on the account type:
- View Transaction History
- Transfer to Own Account
- Transfer to Other cdbbank Client
- Payment via SEPA
- Payment to Other Banks
- Change Account Alias