Support topics

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Online access and security

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About the account

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Client activation and unlocking client accounts

If your client needs a new activation email, you can send them a new one. Simply log in and go to the Client summary, then select View client account – you can find this in the Client details section.

Once you’re in the Client account, go to the Client’s account status section and select Send activation email. We’ll display a confirmation that we’ve sent an activation email to your client.

Client dashboard guide (view and transact)

This guide explains what's available to clients and how they can use the dashboard to view and transact, if you both agree that would be suitable.

Unlocking client accounts

If your client has locked themselves out, you can log in and unlock this from their Client account page, which you can access from the Client summary.

If you’ve got a query about activation or online processes, web chat is the best way to get in touch with us.

Get in contact

If you’ve got a query about activation or online processes,  web chat is the best way to get in touch with us.

Opening hours:

Information

To enable pop-ups please check the browser settings on your device. Once the settings have been turned on, please refresh the page to launch chat in a new window.

Opening times:

Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed

Other contact options

Phone:

Opening hours:

Opening times:
Monday-Friday 8.30am - 5.30pm
Saturday closed
Sunday closed

Call charges will vary.

A helping hand for those requiring extra support

If your circumstances mean that you need some extra support, we’re here to help. 

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