Pricing Deposits

Each row on the Pricing Deposits page provides key information about a single instrument when the grid is not filtered or summarized.

Deposit instruments that are added manually and are not updated via the Monthly Update Process page show a "" Delete option after the last grid column and do not show a Customer ID value.

You can sort, filter, and export the Pricing Deposits page grid data. Use the Summarize By drop-down list to summarize the information in the grid. You can apply one or more options. The options are:

  • Office
  • Deposit Type
  • Organization

Selecting the "" arrow next to an organization name when the grid is not filtered or summarized causes deposit details to appear.


Deposit Details.

Selecting the Pricing Opportunity link in the deposit details takes you to the Pricing Opportunity page to view all the deposit instrument's settings.

Parent topic: Pricing