Skip to main content

About us
News
Contact us
Log on

- Become an intermediary
  How do we work with you?
- Accounts
  Apply for a business account
  
  Apply for a personal account
  
  Intermediary Portal
  
  Literature for Professional Advisers
  
  Online applications forms frequently asked questions
- Useful information
  Consumer Duty
  
  How to use our Intermediary Portal
- Life events
  Bereavement
  
  Power of Attorney
  
  Will writing
- Financial worries and support
  Financial abuse
  
  Gambling help
  
  Help with managing your money
- Accessibilty support
  Accessible banking

Mobile search

How to use our Intermediary Portal

Home
Intermediaries
How to use our Intermediary Portal

Intermediary Portal 'How to' videos

We have produced some 'How to' videos to assist you with some common tasks.

How to set up bulk payments

Downloading FTP reports

Products

Personal Banking
Business Banking
Specialist Banking
Off Sale Products

Help and support

Account literature
Foreign payments and currencies
Fraud & Security Centre
Interest rates
Our Internet Banking service
Payment services

Get in touch

Contact us
Existing customers
New customers
Professional advisers
Lost and stolen cards

Additional information

Accessibility and technical help
Cookie policy
Modern Slavery Statement
Privacy notice
Sitemap

Copyright © 2024 Cater Allen Private Bank. All rights reserved

Cater Allen Private Bank is the name used for banking services provided by Cater Allen Limited. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN. Registered in England and Wales number 383032. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Our Financial Services Register number is 178737. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. Calls may be recorded or monitored.

Telephone 0800 092 3300. caterallen.co.uk

We use cookies to give you the best online experience

Essential cookies make this website work and are for your security.

To help personalise and tailor content to you here and on other websites, we use optional cookies. We won't use these without your consent.

Our Cookie Policy is always available at the bottom of our homepage. You can change your preference settings by selecting 'Manage my settings' at any time.

You can manage your optional cookie preferences using the buttons below.

Manage your cookies

Essential

Always Allow

These cookies are always on and essential in enabling you to move around our websites securely.

Experience and insight

These cookies help us to understand how people use our website so that we can make them easier for everyone to use.

Marketing

These cookies let us send you information about our products and services that might be helpful. Switching off these cookies means you could see adverts from us that are less relevant to you.