Open a subledger
what you will learn ✅ h ow to open a subledger account in cos explorer you can also use the docid\ k40f8ih5snvtbabcej1mr endpoint to perform this task via api learn about docid\ zqyaf4oei1rezpboi78mj learn about docid\ odzf 4ainebu2yuz5grcs before you begin make sure you have docid\ jwseug3elf gxlhy6t9ki account number of the account you are creating the subledger under (master account) the name of the account you are creating the subledger under classification of the account (business or personal) helpful to have name of the customer you are creating the subledger for this is the name that appears on that customer's customer record information about the beneficiary, if relevant cos reference id name of the beneficiary (either the individual legal name or the business legal entity name) process overview op en a subledger account under a master account for an individual or business op en a subledger account a red asterisk ( ) indicates a required field under core , click deposit sub ledgers the deposit sub ledgers screen appears, listing all existing subledgers click + open sub ledger in the open sub ledger account screen fill in the account details for the master account #, enter the account number of the account you are creating the subledger for you can search for this for the account title, enter the name on the master account for customer, enter the name of the customer you are creating the subledger for you can search for this for classification, select either personal or business , as appropriate should a beneficiary for the account be relevant, complete the fields there the reference id refers to the beneficiary's customer record reference id