Create currency account without application

This explanation applies to the standard account configuration.

Follow the steps below to open a currency account without using an account application.

  1. Go to Persons > Search for the person who needs to get an account created.

  2. Fill in search parameters > click the Search button.

  3. Click on the person’s Identification number to view the Person details.

  4. Once on the Person details page, go to the content menu Accounts > Accounts.

  5. On the Accounts page > click the Create account button.

  1. Fill in the account parameters > click the Create button.

You can set account parameter rules to restrict the options for new account parameter values. To learn more, look at the account opening example with the account parameter rule enabled.

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