---
title: Find an account
slug: tutorials/find-an-account
docTags: 
createdAt: 2026-04-12T10:39:07.721Z
---

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## What you will learn

✅ How to find a specific deposit account in COS Explorer

:::hint{type="info"}
Learn about [Accounts](docId\:ZQyAf4oeI1rEzpBOI78MJ).
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## Before you begin

Make sure you have:

- [COS Explorer credentials](docId\:JwSEUG3ELF_gXLhy6T9KI)&#x20;
- 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**.

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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.&#x20;
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If you don't have the account number, add information in any other fields that will help you find the payment.
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Change the date in the **From** field to some date before the account was created.
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At the very bottom of the filter pane, click **Apply**. The results appear.

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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.
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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.
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## To view account details

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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.
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## 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 [sweep](docId:1uMkKV1qCvkWJffuLLyNK) account
- Create an alert
- View:
  - Existing subledgers
  - Interest
  - Tax documents
  - Account configuration
  - Settlements
  - Documents (such as bank statements)
  - Tags
  - History
  - Notes

