Do you want to archive a specific account that is part of a mandate with several accounts?

Go to your MyCodaBox platform, in CLIENTS - Client List - select the customer concerned and open the CODA tab.

In the CODA mandate, select the account that should be archived by clicking on the three dots next to the bank account.

The action is only available when:

  • The mandate status is:
    • Signed
    • Sent-hq
    • Active
  • The mandate still contains several accounts not archived

After clicking on Archive, a pop-up opens:

After having read and confirmed your choice, the archiving takes effect immediately.

Note: It is not possible to archive a bank sub-account (such as a USD, GBP or specific ING account). Only the  archiving of a complete IBAN bank account is possible.