How to rename, modify, or delete a mandate on Coin web?

To rename a mandate on Coin web, follow these steps:

On Kite app

1. Tap on Account.
2. Tap on Mandates.
3. Select the mandate.
4. Enter the mandate name and tap on Save.

On Kite Web

1. Log in to Coin.
2. Click on profile and then on Mandates.
3. Select the mandate.
   
4. Enter the mandate name and click on Save.

To modify or delete a mandate, all the linked active and paused SIPs must first be unlinked. You can unlink the mandate only from a Coin SIP. You cannot unlink a mandate from an AMC SIP. To unlink and modify/delete a mandate, follow these steps:

1. Log in to Coin.
   
2. Click on profile and then on Mandates.
3. Click on Edit and then on Unlink.
4. Select None from the Mandates drop down.
5. Click on Modify and then on Confirm.
6. Click on Edit.
7. Click on Delete mandate and then on Confirm.

Things to keep in mind

• You need an active mandate to create a new AMC SIP or modify an existing one. Any AMC SIPs you created without a mandate continue to trigger orders normally. You can modify existing AMC SIPs to link a mandate, or complete payments for triggered orders manually on Coin.
• The mandate name has a maximum character limit of 20, permitting alphanumeric values and the special character '-'. Spaces are not allowed in mandate names.