The ‘Support’ button is toward the top right on every Bankline page. From here you can access our library of Bankline FAQs.
Log in and start using Bankline
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Step 2
Logging in for the first time
To activate your smartcard and log in for the first time, follow the instructions in our support guide:
You can also refer to the resources below. If you need any help click the chat button on the log in page. Cora will answer your questions and help you get logged in.
Tips for logging in
Always start from www.natwest.com/bankline, when logging in and go to the login page from there.
Don’t confuse your smartcard PIN with the Log in PIN you’ll create at first log in. The smartcard PIN is just for using with your smartcard.
Once you put in your Customer ID and User ID, you can find log in steps on the drop-down on the next screen.
Other resources to help you log in
The Bankline dashboard – make yourself at home
Once you’re logged in, you’ll land on the dashboard.
Think of this as your home page. From here you can access key parts of Bankline. You can also customise your dashboard to suit you:
- Shuffle the order of panels, or remove them altogether by clicking the cross.
- Find info on Bankline updates and new features on the dashboard.
- See up to 20 favourite accounts (more on this below).
Where to find help
While you’re getting settled, it’s worth us pointing out two things:
1. Support
2. Chat now
The ‘Chat now’ button pops up toward the bottom right of each page. Click this to chat to us anytime. Cora can answer your queries and connect you to a Bankline specialist (in working hours). Once you start a chat, you can move the location of the chat box.
Approving payments via Bankline Mobile
If you’re using Bankline Mobile, instead of approving payments with your smartcard, you can complete the approval step by using your phone’s biometric functions (if your phone has these features). In other words, you can use facial recognition or your fingerprint to approve the payment.
Information Message
Bankline Mobile is available to Bankline customers on selected iOS and Android devices with a UK or international mobile number in selected countries. It’s free to use and download, but standard payments fees still apply.
Transfers between your accounts
Also referred to as inter account transfers or IATs. This is a way of transferring funds in sterling or foreign currency between your registered accounts in Bankline.
Usually, you’ll be able to see and use the transferred funds immediately.
Standing orders
Standing orders are recurring payments you can set up that are then made automatically for as long as the standing instruction apply.
To set up or edit a standing order for one of your accounts, there’s a separate online form to complete, which you can access via Bankline.
Payments from templates
Templates let you create and save payee details for future use when making payments. If you need, you can set a maximum amount that can be sent. You can also create templates for domestic transfers between your accounts.
Approving payments via Bankline Mobile
If you’re using Bankline Mobile, instead of approving payments with your smartcard, you can complete the approval step by using your phone’s biometric functions (if your phone has these features). In other words, you can use facial recognition or your fingerprint to approve the payment.
Information Message
Bankline Mobile is available to Bankline customers on selected iOS and Android devices with a UK or international mobile number in selected countries. It’s free to use and download, but standard payments fees still apply.
Security advice on payments
Your organisation should have processes in place to ensure you check the validity of all payment requests. This can include:
- Verifying requests to change account details for a payment by calling the payee on a number you know and trust.
- Introduce a standard process for members of your team to request payments, and question unusual or unexpected requests for payments. Phone the member of staff making the request to confirm the request came from them.
All payments require dual approval, so be aware of your responsibilities and give the same level of attention to every payment responsible for.
Keep up to date on current fraud threats by visiting the security centre, attending our fraud awareness webinars, and reading any on screen messages and alerts.
Resources to help with payments
For a full run through of your payment options and tips for making things efficient and secure, join a Bankline payments webinar.
These resources will help you when you come to raising and approving all kinds of payments:
End of step 2
We hope you’ll feel at home in Bankline in no time.
In Step 3, we’ll cover tips for getting the very best from Bankline and resources for future success.
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