Manage account restrictions

what you will learn ✅ ho w to apply a restriction to an account in cos explorer ✅ how to remove a restriction you can also use the docid\ eickx6djcuo3cryrih8mp and docid\ qxdrgzjupefeuxz6okfob endpoints to perform these actions via api learn about docid\ zqyaf4oei1rezpboi78mj before you begin make sure you have docid\ jwseug3elf gxlhy6t9ki process overview apply restrictions to the activities an account or subaccount can do, such as block an account from transaction using a specific rail or rails (for example, via ach) define a maximum amount for transactions limit an account to only debit or credit activities apply the restrictions for a specific time period restrict an account navigate to deposit accounts under core docid\ t26 viv qntdgfcjd5snl the account you want to restrict on the deposit account details screen, scroll down to the pane that offers various account activities on its tabs c lick restrictions you now see a list of any already applied restrictions on the account to add a restriction, click the 3 dots menu and select add restrictions in the pop up window, define the restrictions you want for this account you must add a reason for the restriction in the applies to field, choose from all restricts the master account and all subledgers under that master account account restricts only the master account, but not any subledgers under it sub accounts restricts all the subledgers under the master account, but not the master account itself do not use the other account field define all the actual restrictions as guided in the pop up window click submit the new restriction appears in the list if you want to restrict a specific subaccount, docid\ q1g1e7sq9z6lumo fpdgc it and do the same procedure as for an account r emove a restriction docid\ t26 viv qntdgfcjd5snl the account you want to remove the restriction from on the deposit account details screen, scroll down to the pane that offers various account activities on its tabs c lick restrictions you now see a list of any already applied restrictions on the account scroll horizontally to the end of the row of the restriction you want to remove, and click the x the restriction disappears from the list you cannot edit an existing restriction