Our Intermediary Portal gives you stronger security, along with a range of tools and features, so you can service your accounts and customer portfolio online.
Access to customer accounts will depend on the existing mandate held by Cater Allen for those customers.
To use the new Intermediary Portal, Cater Allen will need to hold a valid mobile number for you. We'll use this to generate a One Time Passcode (OTP) when you first sign in and each time you request a transaction. The OTP is a regulatory requirement and gives you stronger authentication for 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
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 |
We have produced some 'How to' videos to assist you with some common tasks in the new Intermediary Portal.