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class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Accounts</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Accounts <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accounts </button> </li> <li> <a class="link" href="/intermediaries/intermediary-account-opening-portal">Intermediary Account Opening Portal</a> </li> <li> <a class="link" href="/intermediaries/intermediary-portal">Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/literature-for-professional-advisers">Literature for Professional Advisers</a> </li> <li> <a class="link" href="/intermediaries/online-applications-forms-frequently-asked-questions">Online applications forms frequently asked questions</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Useful information</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Useful information <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Useful information </button> </li> <li> <a class="link" href="/intermediaries/consumer-duty">Consumer Duty</a> </li> <li> <a class="link" href="/intermediaries/how-to-use-our-intermediary-portal">How to use our Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/our-rate-changes">Our rate changes</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Banking support <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Banking support </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/account-support">Account support</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Account support <span 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href="/banking-support/account-support/lost-or-dormant-accounts">Lost or dormant accounts</a> </li> <li> <a class="link" href="/banking-support/account-support/switching-your-current-account">Switching your current account</a> </li> <li> <a class="link" href="/banking-support/account-support/keeping-your-trust-account-information-up-to-date">Keeping your trust account information up-to-date</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-frequently-asked-questions">Trusts frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-glossary-of-terms">Trusts glossary of terms</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/payments">Payments</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Payments <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Payments </button> </li> <li> <a class="link" href="/banking-support/payments/changes-to-bulk-payments">Changes to bulk payments</a> </li> <li> <a class="link" href="/banking-support/payments/cheques">Cheques</a> </li> <li> <a class="link" href="/banking-support/payments/confirmation-of-payee">Confirmation of Payee</a> </li> <li> <a class="link" href="/banking-support/payments/direct-debits">Direct Debits</a> </li> <li> <a class="link" href="/banking-support/payments/foreign-payments-and-currencies">Foreign payments and currencies</a> </li> <li> <a class="link" href="/banking-support/payments/payment-services">Payment services</a> </li> <li> <a class="link" href="/banking-support/payments/standing-orders">Standing orders</a> </li> <li> <a class="link" href="/banking-support/payments/using-your-card-abroad">Using your card abroad</a> </li> <li> <a class="link" href="/banking-support/payments/visa-debit-card">VISA Debit Card</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/literature-and-rates">Literature and rates</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Literature and rates <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Literature and rates </button> </li> <li> <a class="link" href="/banking-support/literature-and-rates/account-literature">Account literature</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/financial-crime-literature-updates">Financial crime literature updates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/interest-rates">Interest rates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/statement-of-fees">Statement of Fees</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/our-service">Our service</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Our service <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Our service </button> </li> <li> <a class="link" href="/banking-support/our-service/complaints">Complaints</a> </li> <li> <a class="link" href="/banking-support/our-service/foreign-account-tax-compliance-act-and-common-reporting-standard">Foreign Account Tax Compliance Act and Common Reporting Standard</a> </li> <li> <a class="link" href="/banking-support/our-service/open-banking-data-sharing">Open Banking data sharing</a> </li> <li> <a class="link" href="/banking-support/our-service/our-internet-banking-service">Our Internet Banking service</a> </li> <li> <a class="link" href="/banking-support/our-service/our-performance">Our performance</a> </li> <li> <a class="link" href="/banking-support/our-service/service-quality-information">Service Quality Information</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item 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class="link" href="/fraud-and-security-centre/all-customers/keeping-yourself-secure">Keeping yourself secure</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/latest-fraud-updates">Latest fraud updates</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/one-time-passcodes-otps">One Time Passcodes (OTPs)</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-reimbursing-authorised-push-payment-app-fraud">Our approach to reimbursing Authorised Push Payment (APP) fraud</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-security">Our approach to security</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/take-five">Take Five</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/your-personal-data-rights-explained">Your personal data rights explained</a> </li> </ul> </div> </li> <li 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value="1075" /> <input class="site-header_search-input" id="SearchTerm" name="SearchTerm" placeholder="Search" autocomplete="off"> <button class="site-header_search-button" type="submit" aria-label="Search site"> <i class="ca-search" aria-hidden="true"></i> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PQbmrZ53flEjT_iZ9Rerjms0B4p_-1DzIxYtCre1GAL_fbCbWDHvCshSaRO_xS1LuiHql5y6B-whQPqaapowdc6zR8ZDV7oa1PuiTYGZtj8mmPTU1v8QA29817U65ghWeFiVaxNfdkv10QiUjn3lnc" /></form> </div> </div> </header> <main id="MainContent"> <div class="block-list_header"> <div class="bg- py-3 px-3" data-ui-component="headingBlock"> <div class="container-xxl"> <h1>Intermediary Portal</h1> </div> </div> </div> <nav class="breadcrumbs container-xxl py-4" aria-label="breadcrumb"> <ol class="breadcrumb"> <li class="breadcrumb-item"> <a href="/"> Home </a> </li> <li class="breadcrumb-item"> <a href="/intermediaries">Intermediaries</a> </li> <li class="breadcrumb-item active" aria-current="page"> Intermediary Portal </li> </ol> </nav> <div class="block-list_body"> <div class="bg- py-3 px-3" data-ui-component="richTextEditor"> <div class="container-xxl"> <header class="title-and-intro"> <div class="lead rich-text-editor"><p>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.</p></div> </header> <div class="rich-text-editor"> <p>Intermediary access to customer accounts will be in accordance with the existing mandate held by Cater Allen for those customer(s).</p> <p>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.</p> <h2>How to access the Intermediary Portal</h2> <p>To get access to our Intermediary Portal, please fill in this form:</p> <ul> <li><a rel="noopener" href="/media/dsfkswwl/intermediary-employee-access-request.pdf" target="_blank" title="Download our Intermediary employee access request document (opens in a new window)">Intermediary employee access request (pdf)</a></li> </ul> <p>You can return your completed form by post to:</p> <p><strong>Cater Allen Operations<br /></strong><strong>Sunderland<br /></strong><strong>SR43 4FB</strong></p> </div> </div> </div> <div class="bg- pt-3 pb-5 px-3" data-ui-component="accordion"> <div class="container-xxl"> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-3e259e53-e000-4e71-88fb-82c9d6ff4f86"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-3e259e53-e000-4e71-88fb-82c9d6ff4f86" aria-expanded="false" aria-controls="accordion-content-3e259e53-e000-4e71-88fb-82c9d6ff4f86" data-ui-component="Accordion" data-ui-group="Support" data-ui-title="Functionality"> Functionality </button> </h2> <section id="accordion-content-3e259e53-e000-4e71-88fb-82c9d6ff4f86" class="accordion-collapse collapse " aria-labelledby="accordion-header-3e259e53-e000-4e71-88fb-82c9d6ff4f86" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <table class="table table-striped"> <tbody> <tr> <th style="width: 85%;">Functionality available online</th> <th style="width: 15%;">Online channel (Intermediary Portal)</th> </tr> <tr> <td>Portfolio Summary for all accounts held, managed and introduced (current accounts and deposits) and account details per account</td> <td>Yes</td> </tr> <tr> <td>Customer and account search capability</td> <td>Yes</td> </tr> <tr> <td>Ability to download reports</td> <td>Yes</td> </tr> <tr> <td>Transaction listings (view and download transaction history on your account(s))</td> <td>Yes</td> </tr> <tr> <td>Making payments (internal, domestic and International) and settings up payees/beneficiaries</td> <td>Yes</td> </tr> <tr> <td>Account statements (view and download statements for the past 12 months)</td> <td>Yes</td> </tr> <tr> <td>Set-up bulk payments</td> <td>Yes</td> </tr> <tr> <td>Bulk on-boarding</td> <td>Yes</td> </tr> <tr> <td>Online transactions, validation and authorisation</td> <td>Yes</td> </tr> <tr> <td>Set-up and manage standing orders</td> <td>Yes</td> </tr> <tr> <td>Update personal details and change login details</td> <td>Yes</td> </tr> <tr> <td>Secure messages</td> <td>Yes</td> </tr> <tr> <td>Marketing and statement frequency preferences</td> <td>Yes</td> </tr> </tbody> </table> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-a68bb8b3-014b-44cd-b9b8-13f910fda147"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-a68bb8b3-014b-44cd-b9b8-13f910fda147" aria-expanded="false" aria-controls="accordion-content-a68bb8b3-014b-44cd-b9b8-13f910fda147" data-ui-component="Accordion" data-ui-group="Support" data-ui-title="Intermediary Portal Help Videos"> Intermediary Portal Help Videos </button> </h2> <section id="accordion-content-a68bb8b3-014b-44cd-b9b8-13f910fda147" class="accordion-collapse collapse " aria-labelledby="accordion-header-a68bb8b3-014b-44cd-b9b8-13f910fda147" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <p>We have produced some 'How to' videos to assist you with some common tasks in the new Intermediary Portal.</p> <p><a href="/intermediaries/how-to-use-our-intermediary-portal" title="Go to our How to use our Intermediary Portal page"><span class="btn">View the videos</span></a></p> </div> </div> </section> </article> </div> </div> </section> </div> </div> </div> <div class="block-list_footer"> </div> </main> <footer class="site-footer"> <div class="site-footer_wrapper py-5"> <div class="container-xxl"> <div class="grid grid--4 pt-5 pb-5"> <div class="site-footer_item"> <h2 class="h4 mb-3">Products</h2> <nav class="site-footer_nav" aria-label="Products navigation"> <ul class="list"> <li> <a class="site-footer_link link" href="/accounts/personal-banking">Personal Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/business-banking">Business Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/specialist-banking">Specialist Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/off-sale-products">Off Sale Products</a> </li> </ul> </nav> </div> <div 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All rights reserved</p> <p>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 <a href="https://www.fca.org.uk/register">www.fca.org.uk/register</a>. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. 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