Managing your account
Using our online savings portal
I'm having trouble logging into my business savings account
To keep you safe and secure, our online services work with the latest browser updates. These can often be security updates, so the first thing to do is make sure your browser is up to date.
Please contact us by phone and we'll help where we can.
How do I register for an online account?
If you've taken out a product with us online, you don't need to do anything more - you're already registered.
If you're a business customer receiving postal statements, we can't register you for an online account at this time.
How many logins can I have for my business account?
You can have up to four logins for your business account.
Can I change my password?
You can reset your password if you’ve forgotten it or want to update it.
Find out how to reset your password.
I have forgotten or misplaced my customer number?
If you've forgotten your customer number, the best place to look is your email inbox. You’ll have received an email with your customer number when you first registered for an online account. This may have been when you opened your account.
If you can't find it, please contact us by phone and we'll be happy to help.
I have forgotten my password. How do I reset it?
If you've got a mobile number registered to your account, you can reset your password from the login screen. Select Forgotten password? and follow the steps.
If you've entered the wrong password a few times, your account might be blocked. Resetting your password will unblock your account too.
If you do not have a mobile phone registered, or if you're still struggling to log in, please contact us by phone and we'll be happy to help.
How do I view all of my business savings accounts online?
You should be able to see all open savings accounts from your online account. If you can't see some of your accounts, log in and send us a message explaining which accounts you'd like to be able to see and we'll work with you to register them.
If you have business and personal accounts, you'll need to switch between a personal and business view in your online account.
How can I manage my account?
The easiest way to manage your account is online.
You can manage your account directly or send a secure message to ask us to make changes for you.
From your online account, you can:
- view transactions (deposits, withdrawals, transfers and interest paid)
- check your account balances and interest rates
- view, download and print account documents and statements
- send us messages to complete a wide range of requests, including putting your account on notice and changing your details
- view your total gross interest paid in a tax year for your individual accounts
If you do not have an online account and would like one, please contact us by phone.
What is a customer number?
Your customer number is unique to you. You’ll have received this by email when you first registered for an online account (this may have been when you opened your account). You'll need this number to log into your account.
If you can't find it, please contact us by phone and we'll be happy to help.
How will the One Time Passcode (OTP) be sent to me?
We normally send the OTP as a text message to the registered mobile phone. You can choose to receive a voice message instead to your registered telephone number, which can be a registered landline if you prefer.
Simply select 'phone call' when the Authentication screen appears, and choose the number you'd like us to call. You'll then receive a call from our automated voice service.
Please note, if you’re a not yet a customer, you will need to have a mobile phone in order to open an account.
What is Strong Customer Authentication (SCA)?
Strong Customer Authentication (also known as SCA) is the process we will use to establish that it is really you when you try to access your savings account with us.
You'll also hear it called 'Two Factor Authentication' (or 2FA).
To keep your account safe, we combine something you know, with something you have. It's simple, and you've probably already used it for other services.
When you log in to your online account you'll be asked to enter your customer number and password (something you know).
Then, we'll send a text message to the mobile number we hold for you (something you have).
This will have a 'One Time Passcode' (or OTP). When you get the message through, simply enter the code, and we'll let you into your account.
If you don't have a mobile phone or don't use one, you can choose to be called on your registered landline number and the OTP will be provided to you via our automated voice service.
Please note, if you’re a not yet a customer, you will need to have a mobile phone in order to open an account.
What are cookies?
Cookies (sometimes known as a web cookies, Internet cookies, HTTP cookies or browser cookies) are tiny pieces of data that a web server creates and stores on your computer. This helps the server recognise you as you move around a website. If cookies weren't there, a lot of websites and services wouldn't function properly.
Our online savings portal needs to use cookies to function properly, so you'll need to make sure they're enabled on your internet browser to use this service.
You can find out more in our cookie policy.
Checking and changing your details
Where can I find the savings account number for my business savings account?
You can find your account numbers a few ways. The easiest way is to log in to your online account. You’ll see the account number next to the name of each account you hold.
If you have any trouble or cannot locate the number, please contact us.
You can contact the savings team by logging in and sending a secure message, or contact us by phone.
Where can I view my linked current account?
You can find your linked, or nominated, account details by logging in and selecting Account details next to the savings account you want to view.
If you do not have an online account and want to check your linked account details, please contact us.
You can contact the savings team by logging in and sending a secure message, or contact us by phone.
Can I change the linked current account on my business savings account or add a new one?
Yes, you can change your linked, or nominated, account any time you like. Just send us a secure message and we'll be happy to let you know the next steps.
You can contact the team by logging in and sending a secure message.
Your request needs to be signed by the authorised signatories as per your signing mandate.
We will also require proof that the new linked account is held in the name of the business. This could be in form of a void cheque or a bank statement.
What happens if I or one of my signatories moves abroad?
If one of your signatories moves abroad, you’ll need to let us know so we can remove them from the account. Please contact us and we’ll remove them as signatories from the account.
If one of the directors or partners of the business is moving abroad, we’ll need to send a Foreign Account Tax Compliance form to you and arrange to close the account. Log in and send us a secure message or contact us and we'll arrange to send this form to you.
How do I remove a signatory from my business account?
If you need to remove a signatory, you'll need to contact us to request a removal form. Once you've filled this form in and returned it, we can remove the signatory from your business account.
You can contact the savings team by logging in and sending a secure message, or contact us by phone.
About our accounts
Learn about the different business savings accounts Shawbrook offers.
Opening an account
Helpful information if you’re applying for a business savings account with Shawbrook.
Closing or maturing your account
If the term is ending on your savings account or you'd like to withdraw your money, you'll find the answers you need here.