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Client Account Manager

Welcome to the new, self-administered virtual account that revolutionises the way you manage client funds.

A smart, fast and easy way to manage third-party funds

Virtual account management: Self-serves all aspects of your client account management activity on one single platform.

Comprehensive auditing solutions: Its interactive dashboard lets you quickly track audits trails from a single business account.

Automated funds allocation: Cleverly learns to auto-allocate your clients’ funds, saving you time and hassle.

Precise reporting: Monitors your clients’ balances and receive detailed transaction and interest reports.

Safety and security: Feel rest assured that your client data is protected.

Change the way you work for the better

Benefits

Auditing

Client Account Manager keeps a full audit trail of your client records with the actions recorded in the system for your reference.

Easy access

Client Account Manager is integrated into Bankline, which means you can manage all your accounts from just the one destination.

Reporting

Client Account Manager has an extensive suite of reports, including balance, transaction and interest reports.

Easy interest management

Client Account Manager allows you to define customer agreements and control how interest is allocated to each client account.

Statements

Client Account Manager can produce client statements with certificates of interest for each client account.

Security

You can relax knowing all client data is protected. User access and the permissions assigned are self-administered, so you can control the authorisation model.

Things to consider

You'll need a minimum total balance of £300,000 (or its currency equivalent) and at least 25 clients.

Client Account Manager is only used by regulated firms.  We'll assess your business' suitability when you apply.

You can only use your account for managing your clients' monies.

Client Account Manager is accessed via Bankline. If you do not have Bankline, we will register you as part of the application. Fees may apply. 

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Want to find out more?

Click on the links below to see our documents:

Client Account Manager Brochure (PDF, 2.4MB)

Ready to apply?

Great, thanks for choosing Client Account Manager. Let's get started...

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Is your business turnover...
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Are you a new or existing customer?
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To start your application, please give our business team a call

We will need details of your business (name, address and contact number) and to see proof of identity for all the parties to the business account. If you run a limited company, we will also need your company’s certificate of incorporation.

Further checks will need to be completed during the registration.

 

Call: 0345 900 0652

 

Relay Service: 18001 0345 900 0652

For more information on accessibility, visit: https://www.business.shostra.com/business/accessibility.html

Mon to Fri 9am-5.30pm (excl. public holidays)

Calls may be recorded for training and monitoring purposes.

To see how much your call might cost, visit the call charge information page.

Previous

To start your application, please give our business team a call

We will need details of your business (name, address and contact number) and to see proof of identity for all the parties to the business account. If you run a limited company, we will also need your company’s certificate of incorporation.

Further checks will need to be completed during the registration.

 

Call: 0345 900 0652

 

Relay Service: 18001 0345 900 0652

For more information on accessibility, visit: https://www.business.shostra.com/business/accessibility.html

Mon to Fri 9am-5.30pm (excl. public holidays)

Calls may be recorded for training and monitoring purposes.

To see how much your call might cost, visit the call charge information page.

Previous
Are you a new or existing customer?
Previous
Next

To start your application, please give our business team a call

We will need details of your business (name, address and contact number) and to see proof of identity for all the parties to the business account. If you run a limited company, we will also need your company’s certificate of incorporation.

Further checks will need to be completed during the registration.

 

Call: 0345 900 0652

 

Relay Service: 18001 0345 900 0652

For more information on accessibility, visit: https://www.business.shostra.com/business/accessibility.html

Mon to Fri 9am-5.30pm (excl. public holidays)

Calls may be recorded for training and monitoring purposes.

To see how much your call might cost, visit the call charge information page.

Previous

To start your application, please give our business team a call

We will need details of your business (name, address and contact number) and to see proof of identity for all the parties to the business account. If you run a limited company, we will also need your company’s certificate of incorporation.

Further checks will need to be completed during the registration.

 

Call: 0345 900 0652

 

Relay Service: 18001 0345 900 0652

For more information on accessibility, visit: https://www.business.shostra.com/business/accessibility.html

Mon to Fri 9am-5.30pm (excl. public holidays)

Calls may be recorded for training and monitoring purposes.

To see how much your call might cost, visit the call charge information page.

Previous

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