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Opening accounts for your clients

We're making it easier than ever to open accounts with a growing range of digital options designed to simplify onboarding for you and your clients.

Take a look below to see how to apply for our full range of accounts and where to find help if you need it.

Online applications

It's quick and easy for our intermediaries to open accounts online through our Intermediary Account Opening Portal - saving your clients time and helping them get set up faster. Here's a list of accounts you can open online.

  • Trust

  • SIPP

  • SSAS

  • Personal, including those with a Power of Attorney

  • Limited Company

Not registered yet? Find out how to sign up for our portal here and you'll be ready to start applying on behalf of your clients.

Digital application forms

If you're opening an account for the business types below, you can choose an account to open on our business banking page and complete a simple digital form.

  • Partnership Limited Liability

  • Partnership

  • Public Limited Company

Digital application forms FAQs

Here's some FAQ’s for intermediaries to help you complete our digital business application form. 

Getting started

On the Business Details page.

The first person added in the 'Personal details' section or within the save and retrieve screen.

No, you'll need to complete an online application for each account type.

System navigation

Yes. You can 'Save and Exit' throughout the application. You can come back into the application for up to 30 days.

Click on the unique link received in your confirmation email.

Yes, once submitted, you will be shown a reference number on screen that you can use in any discussions with us.

Completing the application

After the 'Additional applicants' question, the application is emailed to your client to review the declaration, Data Protection statement and client acceptance questions.

You'll get an email saying the client has confirmed their application with a unique link on to access the application.

No, you'll now see the questions and answers in plain text format, and you can no longer edit the fields.

Yes, your client should review all the information you gave, correct anything that's incorrect and complete any mandatory missing fields.

They'll receive an email with a unique link to access their application.

They agree to the regulatory wording, accept the terms and conditions and sends the application back to you to submit.

You'll both receive an email.

Identification

Intermediaries will get a submission confirmation email which contains a unique link to upload ID.

JPEG or PNG. We can't accept PDFs.

What happens next?

Your client will receive a letter through the post. You can view the new account number in your Intermediary Portal (if registered).

Yes. Cards will be automatically issued where eligible.

No. They can order a chequebook through Internet Banking, secure messaging, or by calling us.

Application forms

For now, if you're opening an account for one of the following customers, click below to choose an account and download an editable application.