Account Opening Request #1234
REQUESTED BY
Dan Manager
NUMBER OF ACCOUTS36
DATE REQUESTED
January 19, 2018
COUNTRIESUnited States
PHASE
Documentation
CASE MANAGER
Ada Day
75%
COMPLETION
Awaiting Citi Review
ESTIMATED DURATION
3 Days
ACCOUNT TYPES
Checking Account, Money Market Account, Certificate of Deposit, Savings Account
Continue SetupProduct Setup Request #0987
REQUESTED BY
Dan Manager
NUMBER OF ACCOUTS4
DATE REQUESTED
December 21, 2017
COUNTRIESUnited States
PHASE
Documentation
CASE MANAGER
Donna Craig
25%
COMPLETION
5 Steps Remaining
ESTIMATED DURATION
1 Week
PRODUCT TYPES
Lockbox, ACH, Remote Check Deposit, Account Reconciliation
Continue Setup
Your Next Account Opening or Product Setup Request Will Appear Here
Account Opening Process
Latest update made Feb 1, 2018 at 8:16 PM ESTRequired Documentation Status
Latest file update made Feb 1, 2018 at 8:16 PM EST
Document Type 1
VIEW
SAMPLE
SAMPLE
FileName098171716.pdf
Document Type 4
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SAMPLE
SAMPLE
FileName09444516.pdf
Document Type 2
VIEW
SAMPLE
SAMPLE
Upload File 1
Upload File 2
Document Type 5
VIEW
SAMPLE
SAMPLE
FileName0916.pdf
82%
Document Type 3
VIEW
SAMPLE
SAMPLE
FileName098171716.pdf
WHY?
Document Type 6
VIEW
SAMPLE
SAMPLE
FileName09444516.pdf