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 complete all sections of the form and then return to us by post to:
Cater Allen Private Bank,
9 Nelson Street
Bradford
BD1 5AN
Intermediary Portal Help Videos
We have produced some 'How to' videos to assist you with some common tasks in the new Intermediary Portal.