Removing accounts from a credit arrangement
  • 25 May 2021
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Removing accounts from a credit arrangement

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Accounts that are not yet closed can be removed (unlinked) from credit arrangements as long as the product setup does not require the account to be linked to a credit arrangement.

To remove an account from a credit arrangement:

  1. Open the client's or the group's profile.
  2. Select the credit arrangement from which you want to remove accounts.
  3. On the right-hand side of the screen, select More > Remove Account.
  4. Choose from the list of available loan accounts or deposit accounts allowing overdrafts.
  5. Select Remove Account.

Remove an account from a credit arrangement

Please Note

Removing an account from a credit arrangement will update the Available Credit Amount Balances and the Approved Credit Amount values.


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