Full details are available in Features by Geography.
- Australia: please refer to Upload Documents Service Requests > Accounts & Legal Entities > Close Account or Digital Channels Service Requests > Delete Account.
- New Zealand: please contact our customer service centre or client service team and request for a 'signed request' to close an account or Digital Channels Service Requests > Delete Account.
- Asia: please complete the ANZ Transactive - Global Maintenance Form to close or delete an account.
About Account Profiles
The Account Management screen provides a list of eligible account numbers assigned to your organisation and user profile. Click on an account from the grid to view additional information including Legal Entity Name, Product Entitlements, Divisions Assigned and Account Discretions (Asia only).
To modify an account name that is displayed in the system or to assign accounts to Divisions, follow the steps below:
| STEP | ACTION |
|---|---|
| 1 | Click Administration > Account Management menu. |
| 2 | Search and select the account. Use one of the following methods to edit the account profile:
|
| 3 | If required, edit the Account Short Name. |
| 4 | If required, edit the Account Discretion amount. (Available for China, Hong Kong, India, Singapore, Philippines & Vietnam) |
| 5 | If required, update Division Assignment:
|
| 6 | Click Save on the Control Bar. |
Mandatory field validations:
Know Your Customer (KYC):
If you have not completed your Know Your Customer (KYC) requirements in the geographies you have access to, you will receive an error message upon saving the task. Please contact ANZ to complete your KYC requirements.
"This request could not be completed as you have not completed KYC (Know Your Customer). Please contact ANZ to complete KYC. Please include error ID <reference> in your enquiries.