General Client Account Manager Overview
How to Manage Users on Client Account Manager
How to switch off Dual Authorisation on Client Account Manager
How to add Clients and Client Accounts
General Navigation within Client Account Manager and how to Extract Data
How to Run a Report
How to Set-up Auto Allocation Rules to Manage Funds using an Exception Account
VA to VA Payment File Mapper
How to Bulk Upload Client Account
How to Close Client Accounts
Access to your Virtual Accounts Service is via Bankline.
If you require any support in setting up or using Bankline, please refer to the Bankline Support Pages or call the Bankline helpdesk on:
0345 300 4108
+44 1268 502 128 (outside the UK)
18001 0345 300 4108 Relay UK
8am to 6pm, Monday to Friday. Calls may be recorded.
Or get in touch 24/7 via the 'Chat to Cora' button. Cora our digital assistant will help with your query and connect you to the right team.