How do I add an account to my existing online service?

What type of account do you want to add?

• Private

  The account should appear automatically if it is in your name. If this is not the case, please contact the Coutts Digital Helpdesk +44 (0)20 7770 0000.

• Company

  Company, sole trader or LLP accounts can be linked to your existing private online service enabling you to operate them all from a single login.

  Please be aware of the following

  • The Faster Payment value date will default to the current day for both your private and company accounts. Where payments from your private accounts are free, charges do apply when debiting a company account. If you do not wish to pay the higher fee, we would recommend that you amend the faster payment date to one in the future to incur the lower charge. View details of online charges
  • As a private client you can order foreign currency online however, this only applies to your private accounts, any currency orders from a company account will not be processed.
  • If the company already has Coutts Online, please could you ask your banker for this to be closed, if it is no longer required, once the accounts are added to your personal online access.

  Third Party Application Form for Company accounts reporting in to a private client's service

  Third Party Application Form for Sole Trader accounts reporting in to a private client's service

  Third Pary Application Form for LLP accounts reporting in to a private client's service

• Trust

  Please complete the application form below to register a Trust account with read-only access:

  • Trust third party application form (pdf)

  To add a Trust where the Bank is a Trustee, please speak to your Banker for assistance in completing the above form for Read Only access.

  To register a Trust with access to make transfers and payments, or to register a Trust for it's own online service, please contact your banker.

  Please read the Online Service Terms when registering for the service

What type of account do you want to add?

If you are unsure whether the account you wish to add is a third party account or linked to the main online connection, please contact the Coutts Digital Helpdesk +44 (0)20 7770 0000 who will be happy to assist.

• Private

  Private accounts can be added to an existing company’s online service, enabling them to be operated by the company’s administrators or users that the administrators have created. This means that you will not have control over who accesses your personal accounts unless you are the company administrator.

  Please be aware of the following

  • The Faster Payment default date will be two days in the future for all accounts as this attracts the lowest charge for company accounts. As same day Faster Payments are free for private accounts, the date can be changed to the current day when debiting a personal account without incurring any additional charges. View details of online charges.
  • If the you already have Coutts Online, please could you ask your banker to close it if it is no longer required, once your personal accounts are added to the company’s online access.

  Application form for adding a Private Account to a Company

• A company account belonging to the same legal entity as the existing first party accounts

  Please contact your administrator – they may need to give you access to the new account. If you are the administrator, contact your banker.

• A company account belonging to the same legal entity as existing third party accounts

  What is the company type of the account(s) you wish to add?

  • Limited Company (ltd) or Public Limited Company (plc)

    Please complete the following form:

    • Company third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Limited Liability Partnership (LLP)

    Please complete the following form:

    • LLP third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Unincorporated body or society

    Please complete the following form:

    • Unincorporated bodies and societies third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Sole Trader

    Please complete the following form:

    • Sole trader third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Partnership

    Please complete the following form:

    • Partnership third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

• A company account belonging to a different legal entity to all existing accounts

  What type of account do you want to add?

  If you are unsure whether the account you wish to add is a third party account or linked to the main online connection, please contact the Coutts Digital Helpdesk +44 (0)20 7770 0000 who will be happy to assist.

  • Limited Company (ltd) or Public Limited Company (plc)

    Please complete the following form:

    • Company third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Limited Liability Partnership (LLP)

    Please complete the following form:

    • LLP third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Unincorporated body or society

    Please complete the following form:

    • Unincorporated bodies and societies third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Sole Trader

    Please complete the following form:

    • Sole trader third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Partnership

    Please complete the following form:

    • Partnership third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

• Trust

  Please complete the application form below to register a Trust account with read-only access:

  • Trust third party application form (pdf)

  To add a Trust where the Bank is a Trustee, please speak to your Banker for assistance in completing the above form for Read Only access.

  To register a Trust with access to make transfers and payments, or to register a Trust for it's own online service, please contact your banker.

  Please read the Online Service Terms when registering for the service

What type of account do you want to add?

• Account belonging to the same Trust

  Please provide a written request to your banker and ensure it is signed by all trustees.

• Account belonging to a different Trust

  You can only add an account that belongs to a different Trust with read-only access. Please complete the application form below to do this:

  • Trust third party application form (pdf)

  If you require access to make payments and transfers, please contact your banker to arrange to register the Trust for it's own online service.

  Please read the Online Service Terms when registering for the service

• A company account

  For legal reasons, you can only add a company account to a Trust's online service with read-only access. If you require the ability to make payments and transfers from the company, please register for a separate online service.
  
  To add company accounts with read-only access, please select the company type:

  • Limited Company (ltd) or Public Limited Company (plc)

    Please complete the following form - ensure you select the read-only option to avoid delays with your application:

    • Company third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Limited Liability Partnership (LLP)

    Please complete the following form - ensure you select the read-only option to avoid delays with your application:

    • LLP third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Unincorporated body or society

    Please complete the following form - ensure you select the read-only option to avoid delays with your application.

    • Unincorporated bodies and societies third party application form (pdf)

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Sole Trader

    Please complete the following form - ensure you select the read-only option to avoid delays with your application:

    • Sole Trader third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service

  • Partnerships

    Please complete the following form - ensure you select the read-only option to avoid delays with your application:

    • Partnership third party application form (pdf)

    The form can be completed online, printed and signed for return.

    If you receive an adobe error message when clicking on the link, please follow these steps:

    • Hover over the link, right click and select save link as
    • Browse and find a folder where you wish to save the form, select save
    • Navigate to the folder where the form was saved and double click to open and complete

    Use this continuation form if required to:

    • Add more accounts (pdf)

    Please read the Online Service Terms when registering for the service