Financial institution summary

This summary page shows the institutions and corresponding branches, fee service codes, service statements, and documents.

Financial Institution Summary is a tab on Manage Bank Administration.

This table shows the contents of this summary page:

Pane	Description
Branches	The branches of a bank. A branch can be departments that are within an institution or bank or physical locations.
Fee Service Codes	Fee service codes can change from year to year. Service codes can have unique As Of Dates with varying unit prices.
Service Statements	Service statements from the financial institution that contain fees that are charged by the financial institution for each cash account.
Documents	Shows documents that are attached to the financial record.