Smart Account Structures-Active Report

The Smart Account Structures-Active Report shows current information about the Main Account, Smart Account, and if applicable, the Loan Sold Account for each participant in a selected Group's Smart Account Structure. Results in this report are grouped by Participant Name. The Smart Account Structures-Active Report can be found in the Smart Account Reports service class in the All Reports category on the CitiDirect navigation bar. This report may also be accessed from the Sub Account Structures-Active Report by clicking on a Main Account Number.

Report Selection Criteria

You can apply filters to the following criteria:

Report Content

The following is an alphabetical listing of the information contained in this report:

Account Types
As at Date
Branch Name
Currency
Group Number / Name
Loan Sold Account Name (Loan Sold Accounts Only)
Loan Sold Account Number (Loan Sold Accounts Only)
Main Account Name
Main Account Number
Number of Participants
Participant Name
Smart Account Name
Smart Account Number

Notes:

You must indicate criteria for Group Number or else you will receive "Invalid Criteria" error message.
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