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 client 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/Bankprocedure/Active
  • The mandate still contains several accounts not archived

Click on '...' next to bank account, click  'Archive' and confirm your choice in the pop-up. 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.


MyCodaBox Academy : How to delete a bank account ?

Watch our video and learn in a few minutes how to delete a bank account for an existing client.

Note: the video isn't available in English but you can have a look at the FR and NL video below: 




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