Opening new accounts

Use this task to understand the process for adding accounts to Banno Online after the end user has already logged on to the app.

1. Choose a starting point.
   • In the Accounts area pinned to the top of the Dashboard, select the ellipses symbol .
   • From the main Banno Online menu, select Accounts.
2. Select Open an account to add a new account.
3. Select Add an account.
4. Choose an option.
   • Open another account - Open a new account at the primary institution.
   • Apply for a loan - Apply for a loan if your institution has a vendor compatible with Banno Online.
   • Connect institution - Check balances and transactions from another financial institution, other than the primary.
   • Make external transfers - Add an account from another financial institution with the ability to make transfers.
5. Depending on the option chosen, the relevant single-sign-on site will appear, allowing the end user to complete the process for opening their new account.