Find an account

what you will learn ✅ how to find a specific deposit account in cos explorer learn about docid\ zqyaf4oei1rezpboi78mj before you begin make sure you have docid\ jwseug3elf gxlhy6t9ki if you have the account number, that's all you need if you do not have the account number, have some identifying information about the account such as your partner name in cos the cos account product name name on the customer record full address information for the account holder process overview once an account is created, you can use cos explorer filters to search for a specific account once you've found the account, you can view information about it, and see data about account activity to find a card token go to deposit accounts under core if you have the account number, enter it in the navigate by id field in the filter pane on the right and click the arrow if the account number is correct, the account details screen for that account appears if you don't have the account number, add information in any other fields that will help you find the payment change the date in the from field to some date before the account was created at the very bottom of the filter pane, click apply the results appear if you get no results, verify the date span is big enough to include the payment you are looking for if you still get no results, verify that the other information is correct if you searched on other values and not the account number, you'll have to look at all the accounts returned by the search to identify the one you want use more details in the filter to refine your search to view account details in the search results, click the account number the deposit account details screen opens see the account balance on the right scroll down the page to see specific information about the account what happens next from the deposit account tasks menu on the side of the deposit account details screen you can choose from a variety actions and views, including deposit or withdraw funds close the account open a subledger on the account open a docid 1umkkv1qcvkwjffullynk account create an alert view existing subledgers interest tax documents account configuration settlements documents (such as bank statements) tags history notes