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Open Closed Accounts

Reopen the selected client's closed account. See Close Client Account to close an existing open account.

  1. Go to: Avatar CFMS > Account Management > Open Closed Accounts
  2. In the Select Client screen, enter the client name or ID number. Select a client from the list.
  3. In the Existing Account Number field, select the account number. This list consists of only those closed account numbers registered to the selected client.
  4. Click Submit. The account is opened as of the date the form was used.

 

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