Coutts online

General

As a commercial user, can I delete an e-mail address held in online?

As a commercial user, can I delete an e-mail address held in online?

As a commercial user or a private client with an administrator, you can delete the e-mail address held in Online.

  • Select Services
  • Select Contact Details
  • Select the e-mail address you wish to delete and select Delete This E-Mail. .
  • The details of the e-mail address are displayed, select Confirm

This will only update Online and will not change the main bank records.

As a commercial user how do I update my mobile number held in online?

As a commercial user how do I update my mobile number held in online?

As a Commercial user or a private client with an administrator, you can update your online mobile number.Select Services

Select Contact Details

To change an existing number, simply select the number you wish to change, update the information with the new details and select Next

This will only update Online and will not change the main bank records.

Can I change my address online?

Can I change my address online?

If you are a private client you can update your addresses

  • Select Services
  • Select Contact Details and Addresses
  • Select the address to be changed
  • Select Change This Address
  • Select UK Address and enter the Post Code
  • Select the Correct Address from the Address for Postcode list and enter the Country
  • or select Address Abroad
    • Select the Country and enter the delivery address details
  • Select Show Additional Fields if you with to enter additional information such as Strictly Private and Confidential, Attention of or additional address information such as a PO Box
  • Select Next
  • The Confirm Change of Address will display any current mailings, address uses such as residence and credit and charge cards that are linked to the old address so you can select to apply the new address.
  • Select Next
  • To authorise the updates listed under the authorisation changes with your card and reader.
  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message, which can be completed by selecting the notification received.
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

Can I delete a landline number the bank holds for me?

Can I delete a landline number the bank holds for me?

If you are a private client you can delete the landline number we hold for you.

  • Select Services
  • Select Contact Details and Addresses
  • To remove a landline number select the one you wish to delete and select Delete This Landline Number.
  • The details of the number are displayed, select Confirm

To authorise the updates listed under the authorisation changes with your card and reader.

  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

Can I delete a mobile number the bank holds for me?

Can I delete a mobile number the bank holds for me?

If you are a private client you can delete the mobile number we hold for you.

  • Select Services
  • Select Contact Details and Addresses
  • Select the one you wish to delete and select Delete This Mobile. .
  • The details of the number are displayed, select Confirm

To authorise with a card and reader

  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made. .

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

Can I delete an e-mail address the bank holds for me?

Can I delete an e-mail address the bank holds for me?

If you are a private client you can delete the e-mail address we hold for you.

  • Select Services
  • Select Contact Details and Addresses
  • To remove an e-mail address select the one you wish to delete and select Delete This E-Mail. .
  • The details of the e-mail address are displayed, select Confirm

To authorise the updates listed under the authorisation changes with your card and reader.

  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

Can I see which statements or other products are sent to an address?

Can I see which statements or other products are sent to an address?

To see which products are sent to an address

  • Select Services
  • Select Contact Details and Addresses
  • Select the address with the mailing icon
  • Select Mailings
  • Select the icon next to the related account or investment
  • The account or investment products that are sent to this address are listed

Can I update my contact details and addresses online?

Can I update my contact details and addresses online?

If you are a private client you can update your addresses, mobile and landline telephone numbers that we hold for you as well as your e-mail address.

  • Select Services
  • Select Contact Details and Addresses

To update an existing mobile number select the one you wish to change and amend the details or to add a new mobile number select Add New and follow the steps below

  • Select an International dialling code from the list, United Kingdom is at the top
  • Enter your mobile number without the first 0
  • Indicate whether this is your Personal or Work number or select Other
  • A preferred mobile number must be chosen, select if you wish to set this number as your main mobile number that we should contact you on, this will also be the number used for CouttsID, Coutts Mobile and SMS notifications
  • Enter any additional information
  • Select Next
  • To authorise the updates listed under the authorisation changes with your card and reader.
  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message, which can be completed by selecting the notification received.
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

On the main Contact Details and Addresses screen, the icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

To update an existing email address select one you wish to change and amend the details or select Add New and follow the steps below

  • Enter your e-mail address
  • Indicate whether this is your Personal or Work e-mail or select Other
  • A preferred e-mail address must be chosen, select if you wish to set this e-mail address as your main address, this will be used for temporary passwords for CouttsID. We will still contact you using your preferred mobile number if one is available. Enter any additional information
  • Select Next
  • To authorise the updates listed under the authorisation changes with your card and reader.
  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change. Enter the password you use to login. A CouttsID message will be sent your mobile device. You will need to open the app to view the message, which can be completed by selecting the notification received.
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

To update an existing landline select one you wish to change and amend the details or select Add New and follow the steps below

  • Select an International dialling code from the list, United Kingdom is at the top
  • Enter your telephone number including the area code
  • Indicate whether this is your Home, Personal or Work number or select Other
  • A preferred landline number must be chosen, select if you wish to set this number as your main landline telephone number. We will still contact you using your preferred mobile number if one is available. Enter any additional information such as 'Cornwall cottage'
  • Select Next
  • To authorise the updates listed under the authorisation changes with your card and reader.
  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message, which can be completed by selecting the notification received.
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

To change an existing address

  • Select the address to be changed
  • Select Change This Address
  • Select UK Address and enter the Post Code
    • Select the Correct Address from the Address for Postcode list and enter the County
  • or select Address Abroad
    • Select the Country and enter the delivery address details
  • Select Show Additional Fields if you with to enter additional information such as Strictly Private and Confidential, Attention of or additional address information such as a PO Box
  • Select Next
  • The Confirm Change of Address will display any current mailings, address uses such as residence and credit and charge cards that are linked to the old address so you can select to apply the new address.
  • Select Next
  • To authorise the updates listed under the authorisation changes with your card and reader.
  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password that you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message, which can be completed by selecting the notification received.
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

Can I update my e-mail address that the bank holds for me?

Can I update my e-mail address that the bank holds for me?

If you are a private client you can update the e-mail address that we hold for you.

  • Select Services
  • Select Contact Details and Addresses

To update an existing e-mail address select one you wish to change and amend the details or select Add New and follow the steps below.

  • Enter your e-mail address
  • Indicate whether this is your Personal or Work e-mail or select Other
  • A preferred e-mail address must be chosen, select if you wish to set this e-mail address as your main address. We will still contact you using your preferred mobile number if one is available. Enter any additional information
  • Select Next

To authorise the updates listed under the authorisation changes with your card and reader.

  • Select How to Authorise the Changes with Your Card and Reader to reveal the authorisation steps or select Authorise Later if you have further changes and wish to authorise the updates once all the changes have been made.

To authorise changes using CouttsID ensure you have your CouttsID enrolled mobile to hand

  • Select Authorise with CouttsID to authorise the change, enter the password you use to log in to Coutts Online and a message will be sent to your mobile device. You will need to open the app to view the message
  • Select Authorise on the message received. The change is now approved and a message will be displayed on your desktop screen advising this.

The icon indicates that the changes are pending and have not yet been authorised or that a change to the contact information has been made and is being updated by the bank. We will notify you once the changes have been updated.

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