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Managing your account

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Using our online savings portal

If you've taken out a product with us online, you don't need to do anything more - you're already registered.

If you don't have an online product with us, please contact us and we'll be happy to help set this up.

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

Please note, if your account has a Power of Attorney on it, we cannot set up eSavings access.

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.

Watch our short video below which explains how to log in to your Shawbrook eSavings portal.

 

 

If you're still struggling, please contact us and we'll help where we can. 

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

If you've got a mobile number registered to your account, you can reset your password on the log in screen of eSavings. Just select 'reset password' and follow the instructions. We'll send a text with a temporary password. 

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 don't have a mobile phone registered, or if you're still struggling to log in, please contact us and we'll be happy to help.

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

You can change your password online. Log in to your eSavings account and clicking on 'My Profile' in the top right-hand corner of the page. Look for the image of a head and shoulders, between the printer and question mark images.

If you're using a mobile or tablet device, you'll find these images below your account details. From there click on 'Change Password' and follow the on-screen instructions.

Find out how to reset your password if you've forgotten it.

If you've forgotten your customer number, the best place to look is your email inbox.

When you first signed up to eSavings (this may have been when you first opened your account), we sent your customer number to you in an email.

If you can't find it, please contact us and we'll be happy to help.

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

 

You should be able to see any accounts you've registered online in your eSavings portal. If you can't see some of your accounts, log in and send us a message via secure messaging 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. You can do this in your eSavings portal.

eSavings is our online savings portal. You can use eSavings to securely manage your savings accounts online. For your accounts registered within eSavings you can:

  • View transactions on your accounts (deposits, withdrawals, transfers and interest paid)
  • Check your account balances and interest rates on your accounts
  • View various documents associated with your account including statements
  • Send secure messages to undertake a wide range of requests, including putting your account on notice and changing your details
  • Review your total gross interest paid in a tax year for your individual accounts.

Your customer number is unique to you. You’ll have received this by email when you first signed up to eSavings (this may have been when you opened your account). You'll need this number to log into your eSavings account.

If you've forgotten your customer number, the best place to look is your email inbox.

When you first signed up to eSavings (this may have been when you first opened your account), we sent your customer number to you in an email.

If you can't find it, please contact us and we'll be happy to help.

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

Yes. Please go ahead and apply for your new savings account online and our team will then merge your new and existing profiles.

You can confirm your phone number by logging in to your eSavings account.

  1. Log in to your eSavings account
  2. Select the Personal Details icon from your eSavings homepage
  3. Check your phone number and update if necessary

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 landline number if you prefer.

Simply select 'voice code' 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.

If you have any trouble gaining access to your account, please contact us.

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

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 eSavings platform 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.

These changes went live in January 2021.

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 eSavings, 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 notice.

Checking and changing your details

Sometimes we need to take extra steps when we verify your nominated account. This might be because you’re changing your nominated account, or it might be because we couldn’t verify your account when you opened your account.

When this happens, we work with Consents.Online to verify your account through open banking. Our open banking article looks at what open banking is in a bit more depth.

We use open banking to verify your nominated current account quickly and easily without you having to send bank statements to us:

  1. Our partner Consents.Online, send an email to you with instructions.
  2. The email will ask you to connect your current account with Consents.Online through open banking. They won’t be able to do anything with your account, they’ll simply be able to see data about your account.
  3. To allow this connection, you’ll need to sign in to your online banking with your current account provider
  4. Consents.Online will check that this account is registered to your name and address. Once verified, you’ll be able to transfer money to and from your nominated current account.

 

The whole process shouldn’t take more than three minutes and is safe and secure.

Open banking is a way to connect your current account to other accounts and services.

The biggest nine banks in the UK are required to enable open banking in their customers’ accounts. Smaller banks and building societies can also enable it for their customers.

Open banking can allow you to securely connect to a world of secure apps and services to get more clarity and control over your finances.

It can be a great way to personalise your finance with a host of other services. You’re always in complete control, and you can turn off open banking any time you like.

Services range from simple information gathering to more complex services like being able to move money for you.

It might sound a little scary, but every open banking provider is 100% regulated. You can find out more about open banking at www.openbanking.org.uk/what-is-open-banking.

 

How Shawbrook uses open banking

Our savings accounts cannot connect to open banking. However, we do use the power of open banking to help us electronically verify your nominated current account.

For example, if you’d like to change your nominated account but something doesn’t quite match up with the electronic information, we need to verify that the account details are correct.

We used to do this by asking you to send us an original bank statement.

Now, by working with our partner (Consents.Online), we can send an email to you which contains a link.
By following that link, you’ll be invited to share your data through open banking (you’ll see exactly what information is asked for before you agree).

The link will invite you to log in to digital banking with your nominated current account provider and link to Consents.Online. They’ll be able to verify your account details with this data, and let us know that it’s OK to change your nominated account.

 

If you are a registered user of eSavings, you can view your nominated account details by logging in to your eSavings account and going to the 'My Accounts' tab. Click on 'Account Details' tab and then select an account to view. You'll see your nominated account in 'additional information'. 

If you do not have an eSavings account and want to check your nominated account details, please contact us. 

You can contact the savings team on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

You can find your account numbers a few ways. The easiest way is to log in to eSavings, go to 'Accounts' then 'view all accounts'.

If you applied online, you'll be set up with eSavings automatically. It will also be in any statements we've sent to your secure mailbox in eSavings, as well as the welcome pack.

You'll find your account number on any statements we've sent to you, as well as the welcome pack.

If you have any trouble or can't locate the number, please contact us. 

You can contact the savings team by logging in and sending a secure message, or getting in touch by phone on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

You can change your nominated account through our savings platform, eSavings. You'll need log in and send us a secure message. For the subject, please choose 'change or register a nominated account' and choose the savings account you want to update.

Then, enter the details of the new account. The account needs to be in your name. If we can't match the account to you electronically, we may ask for proof that the account is your own.

If you have a business savings account, the process is slightly different. Find out how to change the nominated account of your business savings account.

If you have become (or you’re planning to become) a non-UK resident you need to let us know before your status changes.

If you have a non-ISA account, we'll close the account in line with your terms and conditions, and we'll send your money to your nominated account.

If you hold an ISA, you may still be able to keep the account open but you won't be able to make any further additional deposits. Any deposits you made since you became a non-resident will also be returned to you. Those subscriptions can’t be reinstated to your account after tax year end even if you establish that you were a UK resident or you become a UK resident again. If you've already changed your residency and not told us, you'll need to get in touch as soon as possible. We'll need to return any deposits made since your change, and remove any interest related to those subscriptions too.

It's easy to manage your Shawbrook savings account.

Online

The easiest way to manage your account is by using eSavings, our online savings portal. You can manage your account directly or send a secure message to ask us to make changes for you.

For your accounts registered within eSavings you can:

  • View transactions on your accounts (deposits, withdrawals, transfers and interest paid)
  • Check your account balances and interest rates on your accounts
  • View various documents associated with your account including statements
  • Send secure messages to undertake a wide range of requests, including putting your account on notice and changing your details
  • Review your total gross interest paid in a tax year for your individual accounts

If you aren't currently registered for eSavings and would like to be please ask our customer services team for an 'eSavings registration form'.

Contacting our team

You can contact the savings team by logging in and sending a secure message, or getting in touch by phone on 0345 266 6611

Our team are available Monday to Friday, 9.00am - 5.00pm, excluding public holidays.

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Help

View all savings help

If you have a question about our savings products you’ll probably find the answer here.

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Opening an account

Helpful information if you’re applying for a savings account with Shawbrook.

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Depositing & withdrawing from your account

Find out how to make a deposit and withdrawal from your savings account.

Documents & information

You’ll find forms, standard terms and other information here for our personal savings products.

About our savings products

Find a contact number, explore our products or get help and inspiration with our savings insights hub.

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Our savings proposition

You’ll find out more about our products and proposition on our savings home page.

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Savings insights hub

Whether you’re looking to brush up on your knowledge of the savings basics or understand what to consider when choosing a savings account, our insights hub has a range of useful information to help you to make the most of your money.