Help managing your account

Access to information may be an option for you if you want to call behalf on your partner, family member or close friend but to not make any changes or move money.

To get informal access to someone’s account, you will need to complete an ‘access to information form’.

Completing this form means the third party can see the donor’s:

Account balance
Transactions
Access support services relating to the account(s) - including unlocking online access to the account(s)

The third party won’t be able to change details, reset passwords, transfer money, or take any other action in relation to the donor’s account(s).

How to set this up:

Download the ‘access to information form’ and post back to us with any supporting documents we ask for.

A Power of Attorney (POA) is a legal document that allows someone to make decisions for the account holder, or act on their behalf.

If the account holder becomes unwell or unable to make financial decisions, they can appoint someone they trust as their attorney.

There are several types of power of attorney access, all with different levels of authority. We recommend speaking to someone you trust or getting legal advice before deciding what to do.

For more information about the types of Power of Attorney, what they can do and how to apply, see our Power of Attorney page.

If someone is no longer able to make their own financial decisions and doesn’t already have a power of attorney in place, they’ll need a Court of Protection order to manage their finances.

To apply for a Court of Protection order, go to the gov.co.uk website, and complete the forms to become a deputy. The type of order granted will depend on where you live:

• England and Wales – Deputyship
• Scotland – Guardianship
• Northern Ireland – Controllership

Once this is done, you’ll be able to manage the account holder’s financial affairs.

How to set this up:

Download and complete the ‘Add an attorney, deputy or representative’ form.

You’ll also need with the form:

• The Original or Certified* Power of Attorney or order (unless you have a government issued digital verification code)
• Any other identification document we may require as part of the account opening requirements (such as address and identity verification)