Update Certificate Balance Range

These steps explain how to update the minimum amount required to open a certificate and/or the maximum amount allowed for the first tier of the certificate type.

1. Launch Tool #506 Member Rate Maintenance.

2. Select Certificate Rate Update on the rate maintenance pop-up.

3. On the initial Certificate Dividend Rate Update screen, select the certificate whose balance range you'd like to update.

4. Click Tiered Rates.

5. Click Change Balance Ranges on the second Certificate Dividend Rate Update screen.

6. On the Tiered Rate Balance Ranges pop-up, change the minimum and/or maximum balance amount as desired.

7. Click Save.