General

Can a third party account be added as read only?

Yes, it is possible to add a third party account so that no payments or transfers can be initiated. This must be indicated upon application.

Can I change the balances displayed on the your accounts page?

The balances can be changed

Select Accounts
Select Your Accounts
You can decide which information you wish to view by selecting the following options in Edit Columns (When viewed on a mobile device, 'More options' will need to be selected first)
- Name
- Type
- Account Number
- Sort Code
- Currency
- Current Balance
- Remaining Limit
- Agreed Limit
- Last Night's Ledger Balance
- Last Night's Cleared Balance

Can I download my account information in .CSV format?

Yes, you can download your account information in .CSV format.

Select Download
Select Commas separated values (.csv)
Select Download

The .csv file will be created for you to use with your chosen application.

Can I download my account information in .PDF format?

Yes, you can download your account information in .PDF format by following these steps:

Select Save as PDF
Open the PDF

You can now view or print the PDF.

Can I download my account information in .qif format?

Yes, you can download your account information in .QIF format.

Select Download
Select Quicken (.qif)
Select Download

The .qif file will be created for you to use with your chosen application.

Can I download my account information in to Adobe PDF?

Yes, you can download your account information in .PDF format

Select Save as PDF
Open the PDF

You can now view or print the PDF.

Can I download my account information to Microsoft Excel?

Yes, you can download your account information in .CSV format for use with Microsoft Excel

Select Download
Select Commas separated values (.csv)
Select Download

The .csv file will be created for you to use with Microsoft Excel.

Can I download my transactions in .OFX format?

Yes, you can download your account information in .OFX format.

Select Download
Select Sage (.ofx)
Select Download

The .ofx file will be created for you to use with your chosen application.

Can I re-add a closed account?

Closed accounts are automatically deleted from Coutts Online to ensure you are not charged for an account you no longer require, however, it is possible to reinstate the account.

If you would like to view a closed account please speak to the Coutts Digital Helpdesk on +44 (0)20 7770 0000.