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Help getting started for users

Starting out on Bankline

We’ve brought together all the support you need to get off to a great start. 

You’ll find what you need at each stage – from getting ready, to logging in and making payments.  

We’re here to help, with online support, webinars, and live chat.  You’ll find handy tips like this one throughout: 

Tip:  Have the hub open alongside Bankline when you first log in, so we can help you get settled in.

Choose the step you're up to

Step 1

Waiting for my smartcard

Get ready for Bankline before your smartcard arrives. 

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Step 2

Got my smartcard: first log in

Time to log in and start using Bankline.

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Step 3

Onward support

Get the best from Bankline, build your skills and find resources for future success.

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Know your account leaders

Account leaders are the people in your organisation who manage your Bankline profile. 

Some organisations have two account leaders, others have more.

Knowing who your account leaders are will be a big help. We’re here to support you but they can help specifically with: 

  • Getting the items you need to log in  
  • Questions about how your organisation uses Bankline  
  • Questions about what roles and access levels you need 
  • Regaining access if you ever get locked out  

Tip: Find out who your Bankline account leaders are and make a note for future reference. That should be easy, because an account leader will be reaching out to share part of your log in details.

How to use the hub

  • Start by choosing the step you’re up to. 
  • You can stop whenever you like and pick up where you left off using the links above. 
  • In Step 2 you’ll be ready to log in to Bankline. Have the hub open when you log in, so we can help you find your way around Bankline.  
  • If you come across a term you don’t understand, you can find explanations in the Jargon buster. You can also search our Bankline support pages.

Your personal Bankline assistant, Cora

Cora, our digital assistant, can help with your questions whenever you’re in Bankline or on our webpages. Just click the chat button on the bottom right of this page, or any Bankline page.  

If there’s anything Cora can’t solve, she can connect you to a Bankline specialist (available in working hours).

More support

 ‘How to’ FAQ articles 

Search our FAQs for answers to any Bankline question.

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Support guides

Want to learn at your own pace or dive into the details?

Download our support guides 

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Webinars

We run regular live webinars. Learn from our Bankline experts in these free online sessions.

View upcoming webinars

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Contact us

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Cora

Cora, our AI assistant, can answer your questions 24/7, and connect you to our webchat advisers. Click the ‘Chat now’ button at the bottom right of this page, or any other Bankline screen to chat. 

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Webchat

Our Bankline experts are online and ready to help 8am to 5pm, Monday to Friday, excluding public holidays. 

Start a chat by clicking ‘Chat now’ and ask to speak to an adviser. 

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Telephone

Prefer to give us a call? The Bankline Helpdesk is here when you need help with complex queries. Call us on:  

0345 300 4108 

Lines open 8am to 5pm, Monday to Friday.  Excluding public holidays. 

Relay UK users can call us on 18001 0345 300 4108. 

+44 345 300 4108  (outside the UK) 

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