Step 1

This is the page where you’ll land when you log in. It’s your gateway to all parts of Bankline. And you can make it your own: 

• Shuffle the order of panels, or remove them altogether. 

• We’ll let you know here when new features are available. 

This is where you go to view and manage your accounts in Bankline. You’ll be able to:

• View account balances and transactions and download statements.

• Register accounts. 

• Group your accounts into account sets – useful for reporting. 

• Manage your accounts by editing names and confidential status.

The first time you log in, you’ll see your main account here.  You’ll need to add in any additional accounts you require, and we’ll go through that in Step 2.

You also have the options to add third party accounts, and to control who has access to which accounts. 

From here you can make, approve and manage payments. 

You can make domestic UK payments and international payments. You can also make transfers between your own accounts, including currency accounts if you have them. 

You can make single payments, bulk payments, and pay your regular payees from saved templates. More about these options in Step 3. 

From this section administrators can add and manage users and make changes to profile-level settings like payment limits. 

This is where you’ll come to set up your profile and users. We’ll cover this in Step 2. 

If you want to search for any payments, accounts or transactions in Bankline, look no further.

Payment search includes payments at every stage of the payment process – raised, approved, cancelled, pending, completed and so on, as well as payments you’ve received.

Transaction search include completed transactions that go into or come out of your accounts.

Got a question, or not sure how to do something? Just click Support to search our ‘how-to’ articles. 

Cora and webchat

Prefer a chat? Click ‘Chat now’ and Cora, your digital assistant, will help with your query and connect you to a webchat adviser if needed. 

Cora is online 24/7 and our advisers are available 9 to 5, Monday to Friday. 

To get through to an adviser at any point, just type ‘speak to a person’.