Help index
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Accounts

  • Account summary
  • Account details
  • Quick transfer
  • Saving and deposits summary
  • Transaction details
  • Online transaction status
  • Account analysis
  • Cash flow forecast (business only)
  • Transfer between my accounts

 

Payments

  • Make a payment
  • Make a new payment(s)
  • Repeat a recent payment(s)
  • Load a template (business only)
  • Import a payment file (business only)
  • Manage direct debits
  • Manage standing orders
  • Create a new standing order
  • Approve payments (business only)
  • Manage payees (personal use only)
  • Manage templates (business only)

 

 

Account services

  • Activate a debit card
  • Stop a cheque
  • Order a cheque book or paying in book
  • Text alerts
  • Statement and document downloads

 

Personalisation

  • Account preferences
  • Change passcode
  • Manage favourites
  • Manage homepage tiles
  • Assign transactions
  • Manage budget categories
  • View budget patterns