| Functionality available online | Online channel (Intermediary Portal) |
|---|---|
| Portfolio Summary for all accounts held, managed and introduced (current accounts and deposits) and account details per account | Yes |
| Customer and account search capability | Yes |
| Ability to download reports | Yes |
| Transaction listings (view and download transaction history on your account(s)) | Yes |
| Making payments (internal, domestic and International) and settings up payees/beneficiaries | Yes |
| Account statements (view and download statements for the past 12 months) | Yes |
| Set-up bulk payments | Yes |
| Bulk on-boarding | Yes |
| Online transactions, validation and authorisation | Yes |
| Set-up and manage standing orders | Yes |
| Update personal details and change login details | Yes |
| Secure messages | Yes |
| Marketing and statement frequency preferences | Yes |
Intermediary Portal
Our Intermediary Portal offers stronger security and a range of tools and features to enable you to service your account(s) and your customer portfolio online.
Intermediary access to customer accounts will be in accordance with the existing mandate held by Cater Allen for those customer(s).
Cater Allen will need to hold a valid mobile number for you to be able to use the new Intermediary Portal. This will be used to generate a One Time Passcode (OTP) at first log in and each time a transaction is requested. OTP is a regulatory requirement to ensure stronger authentication around transactions.
How to access the Intermediary Portal
To get access to our Intermediary Portal, please fill in this form:
You can return your completed form by post to:
Cater Allen Operations
Sunderland
SR43 4FB
We have produced some 'How to' videos to assist you with some common tasks in the new Intermediary Portal.