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.

• Add accounts. 

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

• Manage your accounts by editing their names

From here you can make, approve and manage payments. 

If you have the right permissions, 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. You can also import payment files to save you time. More about these options later. 

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

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.

Account servicing lets you make everyday banking requests in Bankline without having to pick up the phone. 

These requests include things like: 

• Stopping cheques
• Ordering cheque books and paying in books.
• Opening and closing accounts.
• Changing statement and principle addresses with the bank

Any account servicing request raised across Bankline can be found and tracked here.

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

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