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How do I change my organisation address and/or contact details?

An Account Administrator can update an organisation’s address or contact information via Internet Banking.

Here’s how it works:

Log in to Internet Banking
Go to Self service > Organisation details
Select the organisation

You can Add or Edit the following information:

Official address
Correspondence address
Trading address
Organisation phone number
Organisation email address
Website

To update an official address the new address must match the address recorded on public registers where applicable.

An Account Operator can make changes and update the details for an organisation by sending us a completed form or an ordinary signed and dated letter via chat messaging or by post. If the letter is sent by post, it must bear the original ‘wet ink’ signature(s) of the Account Operator(s) signing it.

You can make changes and update the details for your organisation by sending us a form via Chat in Internet Banking, via email or by post.

How do I change the payment limits on my business account?

An Account Administrator can update the business account payment limits in Internet Banking.

Here's how it works:

Log in to Internet Banking
Click on Self service > Account settings
Select the account on which you want to update the limits
Follow the instructions to update the payment limits on the account

How do I know if Account Administrators can make changes solely or jointly?

When adding an Account Administrator, the organisation will need to specify whether they can make changes solely or jointly. This should match the current signing mandate for your organisation.

You can inform us of any changes you want to your signing mandate via Chat in Internet Banking or by signed and dated letter by post. Any changes to the number of Account Administrators to sign a request will need to be in accordance with the existing signing mandate of your organisation.

What is an Account Administrator?

An Account Administrator can make changes on behalf of the organisation independently or jointly at the organisation and account level, such as:

Address and contact details
Changing account settings
View and edit Account Operators
Changing account permissions

You can view the Account Administrator(s) for your organisation by logging in to Internet Banking and going to Self service > Account administration.

Who can be an Account Administrator and important things to note:

Anyone in the organisation with the authority to act on behalf of the organisation can be an Account Administrator. They must be appointed by director(s)/trustees or equivalent.
By default, an Account Administrator will have access to all accounts for the organisation.
An Account Administrator always has the authority to set up and authorise payments. These permissions cannot be modified.
A maximum of five Account Administrators can be appointed per organisation.
A sole trader can be an Account Administrator, but it is not possible to appoint additional Account Administrators on a sole trader account.

What is the difference between sole or joint confirmation by Account Administrators?

An Account Administrator can make changes on behalf of the organisation at both organisation and account level. An organisation can have up to five Account Administrators.

If you choose to have more than one Account Administrator registered, they can make changes for your organisation in Internet Banking solely (ie, independently) or jointly depending on the authorisation your organisation has chosen to have in place. So this will need to match your account mandate.

Confirm solely/independently: each change can be confirmed by just one Account Administrator in Internet Banking
Confirm jointly: each change has to be confirmed by a total of two Account Administrators in Internet Banking. One Account Administrator will submit the change(s) initially and then a different Account Administrator will need to review and confirm the change.

What is the difference between an Account Administrator and an Account Operator?

Both an Account Administrator and an Account Operator (if the appropriate permissions are specified) can:

View, enter and authorise payments in Internet Banking
Request changes on behalf of the organisation via chat messages or post so long as the appropriate form is completed and sent to us

An Account Administrator importantly has additional rights so may also:

Make changes and updates on behalf of the organisation in Internet Banking, including managing the Account Operators so avoiding the need for any forms to be completed and sent to us via chat message or post.

Making changes and updating details in Internet Banking

An Account Administrator can update your organisation’s address or contact information via Internet Banking.

Here’s how it works:

Log in to Internet Banking
Go to Self service > Organisation details
Select the organisation
Click on Edit and follow the steps

Managing Account Operators in Internet Banking

An Account Administrator can add, update, or remove Account Operators for your organisation.

How to manage operators:

Log in to Internet Banking
Go to Self Service > Account Administration
Select your organisation.

Adding a new operator:

Click 'Add new account operator'
Enter the name an email of the person you want to add.

Updating permissions:

Click 'Add new account operator'
Select 'Edit' to change their permissions.

Removing an operator:

Click the operator's name
Select 'Remove as account operator'.

Help and support

How do I change my organisation address and/or contact details?

How do I change the payment limits on my business account?

How do I know if Account Administrators can make changes solely or jointly?

What is an Account Administrator?

What is the difference between sole or joint confirmation by Account Administrators?

What is the difference between an Account Administrator and an Account Operator?

Making changes and updating details in Internet Banking

Managing Account Operators in Internet Banking

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How do I change my organisation address and/or contact details?

How do I change the payment limits on my business account?

How do I know if Account Administrators can make changes solely or jointly?

What is an Account Administrator?

What is the difference between sole or joint confirmation by Account Administrators?

What is the difference between an Account Administrator and an Account Operator?

Making changes and updating details in Internet Banking

Managing Account Operators in Internet Banking