Address list

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Create an address list

1. Log into Cobo Portal
2. Click > Transaction Policies.
3. Switch to the Address Lists tab.
4. Click Create List.

5. Enter a name for your address list. The name should not exceed 30 characters and must be unique within your organization.
6. Click Confirm.

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Batch upload addresses to an address list

1. Log into Cobo Portal
2. Click > Transaction Policies.
3. Switch to the Address Lists tab.
4. Click the address list you would like to manage.
5. Click Batch Upload.

6. Download the template file, which outlines the format requirements for uploading addresses. The template includes a column labeled “address,” where you can directly input or paste your address data.
7. Click Choose File to select and upload your address file. Please ensure that the file is in CSV format and does not exceed 1MB in size.
8. Upon successful upload, the name of the uploaded file will be displayed. If you want to replace the currently uploaded file with a new one, click Choose File again.
   • If the uploaded file contains addresses that already exist in the current address list, the system will automatically filter out these duplicate addresses, retaining only the new addresses.
9. Click Upload and, if required, complete the 2FA verification.

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Manually add addresses to an address list

1. Log into Cobo Portal
2. Click > Transaction Policies.
3. Switch to the Address Lists tab.
4. Click the address list you would like to manage.
5. Click Add Address.

6. In the pop-up window, manually enter an address. To add more than one address, click + Add.
   • If the address entered by the user already exists in the address list or has been added to the current pop-up window, an error message will appear and the addition will fail.
7. Click Submit and, if required, complete the 2FA verification.
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