Online Banking Guide
Our online banking service has been designed to be easy and intuitive to use, but if you need guidance on how to complete certain tasks, we have prepared a number of videos, which illustrate common tasks. If you require further assistance you can contact our client services centre from 8 am - 8 pm (UK time), Monday to Friday on 0800 289936 (freephone from within the UK) or +44 (0) 1624 645000.
- Once you are logged in to Online Banking, you will see a summary of your Portfolios, Securities and Accounts. Portfolios are groups of Securities & Accounts.
- To view an Account, click the Account ID from the Accounts summary on the 'HOME' page. You will see a Summary of the account, with useful information such as the IBAN. There is also a list of Transactions.
- You can download a list of Transactions using the Download button.
- To return to 'HOME' use the link in the main menu.
Related Frequently Asked Questions
Why can't I see all of my accounts and securities?
By default the system only shows accounts and securities that contain a non-zero balance or value. If you click the 'Display All' checkbox on the Portfolio summary screen you will be able to view all of your accounts and securities, including those with a value or holding of zero. This option is only available for current transactions.
How do I view my bank account information?
Once logged in, go to 'HOME'. Under the 'Accounts' heading, click on the account you wish to view and the bank account information will be displayed. Any transactions highlighted in yellow are forward dated or uncleared transactions.
What are Available, Posted and Future Value balances?
The service provides three relevant balances for your bank account. The 'Available' balance shows the funds available to withdraw; this balance is relevant when making payments or transfers. The 'Posted' balance includes all transactions applied to your account to date; it may include un-cleared funds. The 'Future Value' balance includes any transactions that are dated in the future, such as unsettled trades or foreign exchange activity.
How do I download current and historical bank transactions/statements?
Once logged in, go to 'HOME'. Under the 'Accounts' heading, click on the account you wish to view. Click on the 'Statements' drop down box, select the statement period required and click on the 'Download' button. This will export the statement into a csv file, suitable for viewing and using in Microsoft Excel and other personal finance packages.