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Q:

How do I register a new account in Bankline?

A:

You'll need administrative privileges to add new accounts in Bankline.

To add new accounts in Bankline:

  1. From 'Administration' select 'Register accounts'.

  2. Select 'Register additional accounts'.

  3. Now choose 'Sterling (and certain currency) account(s)' or 'International account(s)'.

  4. A list of available accounts is displayed. Check the boxes alongside the accounts you want to add.

  5. Select 'Register selected accounts' then 'Confirm'.

To add accounts not in this lists:

  1. From 'Administration' select 'Register accounts'.

  2. Select 'Register additional accounts'.

  3. Now choose 'Sterling (and certain currency) account(s)' or 'International account(s)'.

  4. Click 'Register accounts not in list'.

  5. Enter the details of the accounts you want to add. If the account you're registering is held by the same legal entity as your main account, leave the 'Third party account' box unchecked. If it's held by a different legal entity, you'll need to check the box. 

  6. Hit 'Continue', then check the information you've entered and 'Confirm details'.

  7. You'll need to print off a third-party mandate form and post it to the address on the form, once you've completed it.
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