Account Registration Inquiry

Generate a report on any or all of the individual client accounts.

Avatar CFMS > Banking Reports > Account Registration Inquiry

• This report contains open and closed accounts. This inquiry displays the information entered in the Account Registration form.

1. In the Individual or All Clients field:

• Select All Clients to generate a report on all client accounts.
• Select Individual Client to generate a report on a single client account.

2. In the Client ID field, enter the client name or ID number. Select a client from the list.
3. Click Process.