Find related accounts

As savings accounts are always connected to servicing accounts, you may occasionally need to quickly identify this relationship. This section explains how to find related accounts in Tuum, specifically how to locate a savings account from a servicing account, and vice versa.

Find savings account from the servicing account

To find a savings account from the servicing account details page, follow these steps:

1. From the content menu, select Related accounts.

2. On the Related accounts page, click the Saving accounts tab.

1. Click on the account number to open the Savings account details page.

Find servicing account from the savings account

To find a servicing account from the savings account details page, follow these steps:

1. From the content menu, select Related accounts.

2. On the Related accounts page, click the Saving servicing account tab.

1. Click on the currency account number to open the Servicing account details page.