Accounts Menu

Under the Accounts menu, you can access various views related to account management. This menu provides quick access to essential account-related information.

Active Accounts

This view displays all active accounts and offers multiple search options to help you find specific accounts. You can search by account number, account type, status, and more. Click "More" to access additional search filters. Additionally, you can export the data as a CSV file for further analysis.

POA´s

Display an overview overview of accounts that have a power of attorney. There are several and useful search options.

Locked and Terminated Accounts

Displays an overview of all locked and terminated accounts. Learn more about different statuses here: Account status and Locked Status

Account Applications

List all account applications in the system. Learn more about account applications.

External Accounts

Show all external accounts in the system based on the activated add-ons. Examples of possible external accounts are Autogiro, AvtaleGiro, Bankgrio, Domestic bank transfer, and BIC/IBAN. Learn more about External Account Types