# 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 lis&#x74;**.**

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## 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="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FFtCkCE5StB4o9stygFAZ%2FScreenshot%202024-10-04%20at%209.14.23%E2%80%AFPM.png?alt=media&#x26;token=20154f37-d5a6-4c37-a895-57261c11d97d" 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="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F4ewhDxMOMncG9qS51nO2%2FCreateFD.gif?alt=media&#x26;token=3f4f0e8c-ba0e-4e35-ba29-cbd75736c12a" 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="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2FU8h70C6WJ7y3SMiXgBuv%2FFD%20MOD.gif?alt=media&#x26;token=dcfcc97c-5163-48b6-b75f-c89ec96c440e" 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="https://4148303057-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxJO1GSxhJIrS0metPeFt%2Fuploads%2F1AFulrpXP7P3X8efWSrY%2FDeleteFD-ezgif.com-video-to-gif-converter.gif?alt=media&#x26;token=422445c6-b6bb-4fcd-a814-01a533516498" 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.
