Quick start guide
There's a Quick Start Guide available to help you on Day one.
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Business Services
Clients' Monies Services
On this page
We are pleased to offer Clients’ Monies Service (CMS) to help you manage third party funds efficiently.
We’ve developed the service with the aim of providing you with secure real-time online transactions and the ability to access the service at your own convenience.
Getting started
After we have received your application form we’ll contact you to agree a registration date. We’ll then send an Activation Code to each of your nominated administrators.
Shortly before you're due to register to CMS, we'll call to check that you're ready to proceed, explain what you need to do next and what help is available to make your start as smooth as possible.
Administration
Setting up user access to CMS is easy, just follow the step-by-step user creation wizard. New users can be given the standard, ready-to-use master roles or you can customise these roles to suit the needs of your business.
Getting started with CMS
The CMS User Guide will provide you with information on how to use the key features of CMS.
Secure connection
Logging into CMS requires a combination of passwords and user IDs. For added security CMS will regularly prompt each user to change their password.
CMS will never ask users for a complete set of security details on any web page. We would also never send an email asking for these details or link to a web page asking for such.
User authentication
Logging into CMS requires a combination of passwords and user IDs. Passwords are changed regularly for added security.
Privilege settings
Your nominated administrator(s) is able to set different access levels to users in your business, ensuring confidential information is protected.
Contact us
CMS Helpdesk
Call us: 0345 731 3146
Relay UK: 18001 0345 731 3146
Calls may be recorded.