Hiroshi Tanaka
- Customer ID
- C-0006
- Gov ID #
- GOV-0006
- Segment
- private
- City
- San Jose
- hiroshi.tanaka@example.com
- Phone
- +1-415-555-0006
- Customer since
Accounts (4)
- 6010-0004checking$210,000
- 6010-0005cd$750,000
- 6010-0016savings$480,000
- 6010-0017cd$1,500,000
Relationships (1)
Add note
Timeline (27)
- Login from mobile
- 6010-0004 · Payroll deposit$84000.00
- Login from branch
- 6010-0004 · Whole Foods-$4200.00
- 6010-0016 · Transfer in from checking$48000.00
- Login from web
- 6010-0004 · Rent-$63000.00
- 6010-0005 · Quarterly interest$9375.00
- 6010-0016 · Interest credit$480.00
- 6010-0017 · Quarterly interest$18750.00
- 6010-0004 · ACH transfer out-$21000.00
- 6010-0016 · Transfer out to checking-$24000.00
- in Wire transfer instructions
- 6010-0004 · Refund$6300.00
- 6010-0016 · Transfer in from checking$38400.00
- out Quarterly disclosure
- 6010-0005 · Quarterly interest$9375.00
- 6010-0017 · Quarterly interest$18750.00
- Branch: Confirmed phone number on file.
- 6010-0016 · Transfer in from checking$28800.00
- Sofia Reyes: Onboarded; welcome packet sent.
- 6010-0005 · Quarterly interest$9375.00
- 6010-0017 · Quarterly interest$18750.00
- 6010-0005 · Quarterly interest$9375.00
- 6010-0017 · Quarterly interest$18750.00
- 6010-0005 · CD opened$750000.00
- 6010-0017 · CD opened$1500000.00