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Intermediaries
Intermediary Portal

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.

Functionality

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

How you can access the new Intermediary Portal

We sent you new credentials if you were registered on our previous online channels.

If you haven’t got these, then we’ll need more information from each user in order to set up the new credentials (i.e. address, mobile number, email address, etc.) which you can provide by filling in this form:

Intermediary Portal: User access request form

Please note that when filling out this form we require 3 years of address history. Therefore, if you have had more than 1 address in the past 3 years, please include this information on a sheet of paper attached to the form when returning it.

Please complete all sections of the form and then return to us by post to:

Cater Allen Private Bank,
9 Nelson Street
Bradford
BD1 5AN