Money advisers from referral partner organisations can complete the form below to request access to our Open Banking tool on behalf of their client. Please ensure to provide a three-year address history for the client (or last three addresses if there are several) including the month and year they moved into each address. 

Once a client account has been created, our advisers will contact the client to provide information and support them through the setup process.

Please complete this form if you are a referring money adviser