Follow the steps below to open a currency account without using an account application.
Go to Persons > Search for the person who needs to get an account created.
Fill in search parameters > click the Search button.
Click on the person’s Identification number to view the Person details.
Once on the Person details page, go to the content menu Accounts > Accounts.
On the Accounts page > click the Create account button.
Fill in the account parameters > click the Create button.
Account name
Text
Enter the name you would like to assign to the account.
Account type*
List
Select the CURRENCY account type.
Account Class
List
Select the account class.
Default currency*
List
Select the default currency of the account. Available values consist of the currencies configured for your Tuum setup.
Customer group*
List
Select a customer segmentation group. Available values consist of customer groups you have created with Tuum.
Price list type*
List
Select an account price list type within the chosen customer group. Available values consist of price list types you have created with Tuum.
Overdraft amount
Number
Non-editable field; It is available for internal accounts only.
Account holder name*
Text
Enter the actual name of the account holder.
Residency country code*
List
Select the residency country of the account holder.
Tax residency country*
List
Select the account residency country.
Interest method assignment code
List
Select the interest method assignment code. This parameter is generated when you create the account type interest. For more details, please refer to the .
