Frequently Asked Questions

You can login via the login URL, previously provided by your COP Portal provider. Fill in your email address and password, then fill in the one time code provided by the MFA app to continue logging in.

Go to your login URL and press “Reset Password”. You will receive instructions in your e-mail to reset your password.

Lost your phone or switched to a new one? You might need to reset your MFA then. Send an email to your COP Portal provider service desk and they will manually reset it for you.

Send an email to your COP Portal provider service desk and they will resend your invitation.

Single checks can be done on the main page. For every entry, the user has to provide a Sort Code, Account Number and a Name before hitting the “Check” button. The results will be displayed on the same page.

MATCH – when the provided name matches the value of the account holder name held by the source.
CLOSE_MATCH – when the provided name closely resembles the value of the account holder name held by the source.
NO_MATCH – when the provided name does not match the value of the account holder name held by the source.
COULD_NOT_MATCH – when the provided name could not be matched against the source data. This could have several reasons:
We do not have the data of this specific bank account in order to successfully do the matching. Refer to the details of the check for more information.

MATCH – when the provided account type matches the value of the account tholder ype held by the source.
NO_MATCH – when the provided account type does not match the value of the account holder account type held by the source.
COULD_NOT_MATCH – when the provided account type could not be matched against the source data.

If your Admin has enabled this feature, the file check can be found on the top menu bar. Once the user clicks on the “File check” button, they will be redirected to a new page where they can upload or simply drag & drop their file. A file template is available on this page below the “Upload file” option and can be used as reference. The first three columns have to be filled in, as described in the template, before uploading the file. Once the check is completed, the file containing the results will be displayed on the right side of the page, along with the download option.

The COP portal follows the “privacy by design” principle and is compliant with the European data privacy regulations. Single checks are never stored on the portal, while file check results are available for 30 days. Both single and file checks can be downloaded locally. We encourage every user to store their data in a secure environment.

If your COP Portal provider has enabled the “user management” feature, your company admin can create new users via “profile icon > settings > users > invite user”. Otherwise, send an email to your service desk to request an additional user.

If your COP Portal provider has enabled the “user management” feature, your company admin can remove users via “profile icon > settings > users > remove”. Otherwise, send an email to your service desk to remove the user.

If your COP Portal provider has enabled the “Dashboard” feature, your company admin can remove users via “profile icon > dashboard”.

After executing a COP check, press the “Download” button in the top right of the screen. You will be presented with a PDF file to save to your computer.

The file check functionality allows you to check multiple accounts at once, instead of having to check the accounts one by one. The results are presented in a easy to use spreadsheet which you can download from the portal.