> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/account-management/customer-account/fixed-deposit.md).

# Fixed Deposit

The Fixed Deposit page allows you to manage long-term deposit accounts where funds are locked in for a specified period in exchange for earning a higher interest rate. This feature enables CBA operators to monitor, create, delete and update fixed deposit accounts while keeping track of interest rates, maturity dates, and account statuses.

## Accessing The Fixed Deposit Page

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Accounts** in the side menu.
3. Select **Customer Account** from the dropdown list.
4. Select **Fixed Deposit** from the **Customer Account** dropdown list**.**

<figure><img src="/files/lRnPX4FBuFg33lHRihDN" alt=""><figcaption></figcaption></figure>

## Search Fixed Deposit

To search for a fixed deposit, perform the following steps:

1. Click on the **Add** button located at the page's top left.
2. Input your search criteria. You can search by **Customer ID**, **FD Account Name**, **Account Number**, **Product**, **Branch**, **Interest Payment Frequency**, **Account Officer**, **Status** or **Book FD Status**.
3. Click on **Search** to complete the action.

{% hint style="info" %}
**Modify Search:** You can also modify the search by clicking on the desired row on the search result.
{% endhint %}

<figure><img src="/files/tEc0njnwSox8uzh8PfgE" alt=""><figcaption></figcaption></figure>

## Create A Fixed Deposit

To create a fixed deposit on an account, follow these steps:

1. Click the Add button at the page's top left.
2. Input the **customer ID, customer name, or email.**
3. Click on the **Search** button.
4. Select the desired row on the search result.
5. Set your fixed deposit information. &#x20;
6. Click the **Save** button to apply.
7. Confirm the action by clicking the **“Yes, I want to proceed”** button.

<figure><img src="/files/Axlg7To3NSOXU66aaXMd" alt=""><figcaption></figcaption></figure>

## Modify Fixed Deposit

To modify an existing fixed deposit account detail:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to the fixed deposit you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Make the necessary updates, such as changing the **Customer Information** and **Fixed Deposit Details**.
4. Click **Submit** to save and apply the changes.
5. Click the **"Yes, I want to proceed"** button to reconfirm action.

<figure><img src="/files/lbXXDm96Vw4YQhC48R6A" alt=""><figcaption></figcaption></figure>

## Deleting Mandate Information on a Fixed Deposit

To delete an existing fixed deposit account detail:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to the fixed deposit you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Click on the **Remove** button under the "Mandate Information" section
4. Click on **Next**
5. Click **Submit** to save and apply the changes.
6. Click the **"Yes, I want to proceed"** button to reconfirm action.

<figure><img src="/files/4sJl6KiGepZnJKGflpGT" alt=""><figcaption></figcaption></figure>

## Download Fixed Deposit Certificate

To download a fixed deposit certificate:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to the fixed deposit you wish to edit.
2. Select **FD Certificate** from the dropdown menu.