Opening an Account

You can open an account from a register that displays account numbers or you can use the Open a Binder area.  To open an account from a register that displays account numbers, click the account number for the account you want to open.  The account number can be found in the Account column of the register.

To open an account from the Open a Binder area:

  1. Move to the home page.

  2. In the Open a Binder area, click within the Account field.

  3. Type the account number of the account you want to open.

  4. Click the Open button.

Note:

If you try to open an account and a message indicating that the account has not been released for review displays, then you cannot open that account until after the milestone is reached.  Click OK to close the message.