The Term Deposit Summary retrieves a summary of all term deposits placed with Citibank. Use the Criteria Tab to enter search criteria to obtain the information you need.
Notes:
There are two options for viewing information: Page View and Split View.
To ensure that the search criteria you enter is complete and accurate and that all related fields are populated, it is best to click Library Look-Up buttons, where available, and select criteria from library results lists.
To help you find exactly what you need, CitiDirect provides operators for most criteria fields. Click here for more information on selecting operators when specifying search criteria for inquiries.
To specify search criteria and submit this inquiry:
On the CitiDirect navigation bar and click Inquiries. Click Investments, Term Deposits and then click Deposit Summary. The Term Deposit Summary summary form appears.
Click the Criteria Tab.
In the Customer Base Number field, click the Library Look-Up button and select a customer base number. When you select the base number from the library list, the Customer Name and Branch fields are automatically populated.
To narrow the inquiry results, enter criteria in any of the following optional criteria fields: Currency and Value Date.
Click Submit. The inquiry is run and the results appear on the Summary Form at the bottom of the page.
Notes:
To print a listing of the search criteria used for this inquiry, click Print or click the Print Button at the bottom of the left side of the page.
To submit a new inquiry, click Clear Criteria, enter new search criteria, and click Submit.