Features | Personal customers | Business customers |
---|---|---|
Register for Internet Banking | Internet Banking | Internet Banking |
Forgot log on credentials (Pre-Log On) | Internet Banking | Internet Banking |
Change log on credentials (Post Log On) | Internet Banking | Internet Banking |
Our Internet Banking service
Manage all your accounts in one place, in a safe and secure environment. It's free, easy to use and available 24 hours a day, 7 days a week.
Key features
View your account balance, interest rate and fees.
Make quicker CHAPS and pound payments.
Manage your standing orders and Direct Debits.
View and download your account transactions.
Go paper-free and manage your statements.
Send and receive secure messages with the bank.
There are other services available.
Features | Personal customers | Business customers |
---|---|---|
View last 30 days transactions | Internet Banking | Internet Banking |
View transaction list | Internet Banking | Internet Banking |
Download transaction list | Internet Banking | Internet Banking |
View account details | Internet Banking | Internet Banking |
Set statement preferences | Internet Banking | Internet Banking |
Enquire cheque status | Internet Banking | Internet Banking |
Send/receive Secure messages | Internet Banking | Internet Banking |
Change address, email & mobile | Internet Banking | Call us |
Cancel a cheque | Internet Banking | Internet Banking |
Close your account – Sterling account | Internet Banking | Internet Banking |
Close your account – Currency account | Call us | Call us |
View and download bank statement | Internet Banking | Internet Banking |
View and download Annual Interest Statements | Internet Banking | Internet Banking |
Order a cheque book | Internet Banking | Internet Banking |
Order a paying in book | Call us or send a secure message | Call us or send a secure message |
Features | Personal customers | Business customers |
---|---|---|
Individual Faster Payment (Same day or future dated) | Internet Banking | Internet Banking |
Individual CHAPS payment (Same day or future dated) | Internet Banking | Internet Banking |
Foreign payment | Call us | Call us |
Account transfer (Same day or future dated) | Internet Banking | Internet Banking |
Bulk (multiple) payments (Same day or future dated) | Internet Banking | Internet Banking |
Set up & manage Standing Orders | Internet Banking | Internet Banking |
Set up & manage payees | Internet Banking | Internet Banking |
Manage Direct Debits | Internet Banking | Internet Banking |
View future dated payments | Internet Banking | Internet Banking |
Cancel future dated payments | Call us | Call us |
View payments history | Internet Banking | Internet Banking |
Authorise transactions | Internet Banking | Internet Banking |
Features | Personal customers | Business customers |
---|---|---|
View Term Deposit details | Internet Banking | Call us |
Update Term Deposit maturity instructions | Internet Banking | Call us |
Registration and logging on
To register for Internet Banking you'll need a few things with you:
- Customer ID – Your customer ID is on the second letter we sent to you.
- Account Number – You can use any of your account numbers. They're on the first welcome letter we sent to you. Your account number is on your statements and cheque books.
- Mobile phone – This will be used to verify your One Time Passcode (OTP).
Visit caterallen.co.uk
- click 'Register for Internet Banking'
- enter 'Customer number' and 'Account number'
- click to confirm you have read the T&Cs, then 'continue'
- enter the One Time Passcode (OTP) and click 'continue'
- create and enter a username and password
- confirm the password, and then create a new Personal Access Code (PAC)
- click 'continue'
- if you need help or a reminder of your Customer ID, please call us.
- visit caterallen.co.uk
- click 'Log in' in the top right
- enter your Username or Customer ID, click 'continue'
- enter your 6-digit Personal Access Code (PAC), Password then click 'Log On'
- enter your 6-digit One Time Passcode (OTP), if it asks you to
- we'll send your OTP to the mobile number registered to your account
- click 'continue'.
Your customer ID is a 10-digit number. It's unique to you and your Cater Allen account. Use it as your log on to Internet Banking, but you can change it at any time.
You can find your Customer ID on your welcome letter. If you need a copy of your welcome letter, call us.
We recommend you use the latest version of these browsers:
- Internet Explorer browsers v9 and higher
- Mozilla Firefox v80 and higher
- Google Chrome v8 and higher.
Our Internet Banking service work with iPads and Android tablets. The tablets should have iOS 10 or above (iPads), or Android version 6 or above. You can get into Internet Banking with older versions, but screens may not display correctly.
You can access our Internet Banking if you are using a MAC or PC.
Our Internet Banking doesn't work on devices with smaller screens. If you have a BlackBerry, it might be a problem.
We use a One Time Passcode (OTP) to authorise certain transactions. Your OTP is a secure key to your account. It stops anyone except you from making changes or payments to your account.
We send an OTP to the mobile phone registered to your account. Each OTP is unique to the transaction you're making. Enter the OTP when you make an online transaction.
Find out more in the OTP section of our Security centre.
Troubleshooting
We'll send One Time Passcodes (OTPs) to the mobile number registered on your account. This will happen when you're logging in, or making payments or changes to your account.
To update your mobile phone number, call us.
- try entering your customer ID without the "00". For example, 12345678, not 0012345678
- make sure you're using your personal customer ID. Do not use your business customer ID
- if you're a new customer, find your customer ID on your welcome letter
- if you've forgotten or lost your Customer ID or Username, please call us.
If you try to log in a few times, we may disable your login details.
If this happens, please call us.
This is how to set up your username, password and Personal Access Code (PAC).
Your username must:
- be between 5-26 characters in length
- contain a minimum of 5 alphabetic characters
- not include spaces or any special characters
- not include a sequence of 5 or more characters e.g. User12345.
Your password must:
- be between 8 and 20 characters in length
- contain uppercase, lowercase, numeric and special characters (such as %&^@!)
- not be the same as your username
- not have repeated characters e.g. AABB123
- not contain your first, middle or last name.
Your Personal Access Code (PAC) must:
- be a 6 digit number
- not be your date of birth
- not include consecutive numbers e.g. 123456
- not include repeated numbers e.g. 111234.
You can change your PAC or password in Internet Banking.
Change your password
- log on to Internet Banking
- click 'My Details' (top right menu)
- choose 'Change password' (left side menu)
- enter your current password
- create a new password and confirm
- press 'continue'
- enter your Personal Access Code (PAC) and One Time Passcode (OTP), click 'Submit'.
Change your Personal Access Code (PAC)
- log on to Internet Banking
- click 'My Details' (Top right menu)
- choose 'Change PAC' (left side menu)
- enter your current Personal Access Code (PAC)
- create a new Personal Access Code (PAC) and confirm
- click 'Continue'
- enter your Password and One Time Passcode (OTP), click 'Submit'.
Reset your personal access code (PAC) in Internet Banking:
- log on to Internet Banking
- enter Username or Customer ID, click 'Continue'
- click 'Forgotten PAC?'
- enter your Customer ID and account number. Then tick to confirm you've read the T&Cs. Click 'Continue'
- enter your Password, One Time Passcode (OTP), click 'Continue'
- enter your new Personal Access Code (PAC), confirm it a second time. Then click 'Submit'
- click 'Continue'.
You can reset your password within Internet Banking:
- log on to Internet Banking
- enter your username or customer ID, click 'Continue'
- click 'Forgotten password?'
- type in your Customer ID and account number. Then tick to confirm you've read the T&Cs. Click 'Continue'
- enter your Personal Access Code (PAC), One Time Passcode (OTP), click 'Continue'
- enter a new password, then click 'Submit'
- click 'Continue'.
Reset your personal access code (PAC) in Internet Banking:
- log on to Internet Banking
- enter Username or Customer ID, click 'Continue'
- click 'Forgotten PAC?'
- enter your Customer ID and account number. Then tick to confirm you've read the T&Cs. Click 'Continue'
- enter your Password, One Time Passcode (OTP), click 'Continue'
- enter your new Personal Access Code (PAC), confirm it a second time. Then click 'Submit'
- click 'Continue'.
You can reset your username in Internet Banking:
- log on to Internet Banking
- click 'Forgotten username?'
- enter your Customer ID and account number, then tick to confirm the T&Cs. Click 'Continue'
- enter your Personal Access Code (PAC) and One Time Passcode (OTP), click 'Continue'
- enter your new username, confirm it a second time. Then click 'Submit'
- click 'Continue'.