Onboarding Online

Please call 0333 207 2237 quoting your application ID.

You have 45 days to complete your application. Your nominated contact will receive email notifications reminding them to complete the application before it expires.

We’ll automatically save your application every 5 minutes. You can also use the save feature at any point in the application. Simply, use your username and password to re-enter the application and continue.

Please call 0333 207 2237 quoting your application ID.

Please contact your Relationship Director who will start a new application for you.

UK registered organisations will have their information prepopulated from Companies House. You can amend any incorrect information in your application. However please contact Companies House to update this for future applications.

You can either list the countries outside the UK you trade with or if you trade with a large number of countries you can upload a list of the countries to provide this evidence.

Yes, this application will verify foreign addresses. Simply tick the Non-UK address tick box, insert the foreign address and then click search.

These are individuals who you wish to act as a signatory on the accounts or on online banking.

This can happen if you named someone on the account mandate at the previous bank, but you don’t want to include them in the mandate you’re setting up at Santander.

You have two options to progress your application:

1. Include the relevant individual as part of this application by adding their details to the Associated Parties Tab (Account Signatories Section). This allows you to choose that individual's name in the Switcher section of the online application.

Just so you’re aware, if you chose to do this, we may use the relevant individual’s details to perform identity checks (via a credit reference agency). The individual will receive a full copy of the entire application and we’ll ask them to provide a signature electronically.

Or

2. Choose the people you’ve already named in this application in the Switcher section and our switching team will get in touch before they open your account.

The Main Contact will receive a Welcome Pack and be the contact for any Telephone / Postal / Electronic Correspondence required for servicing.

You can either list all of the information required here or for more complex structures, you can upload the information in the Document Upload section of the application. You’ll see a notification to upload the information when you add five layers of organisation to this section.

The application authoriser is / are the individuals who will sign to open the accounts you applied for.

Currently the following products and services are only available for new customers:

• Current Accounts (including Switching)
• Deposit Accounts
• Currency Current Accounts
• Currency Deposit Accounts
• Santander Connect Online Banking
• Sweeping
• Trade Portal
• Trade Services Online
• Client Accounts
• BACS
• Santander Direct Banking
• International Cash Management
• Source of funds / wealth
• Third Party Mandate (Connect)
• Multi-Entity Accounts

Within the Accounts and Services tab, select the View Products Details button, this will give you access to all relevant product factsheets and webpages.

Please contact your Relationship Director who will be able to help.

Yes, you can name your account in the Accounts & Services tab. Simply type in the name you want in the Account Identification "Short Name" field.

You can either upload your existing mandate or download a template to complete then upload to the application.

Yes, you’re allowed to have different mandates across the accounts you want to open.

You can select whether you’d like a debit card for each signatory in the Account Mandate tab.

Please check the individual information you’ve provided in the Associated Parties tab and do the identity check again. If this still fails, you’ll need to give us your Identification Documents (ID).

The application process will only prompt you to supply ID if you haven’t passed electronic identification. If you’ve already provided all required ID to your Relationship Director, click ‘I will contact my Relationship Director’ button.

These lists will be prompted to you if you are required to provide identification as part of the application.

Follow the steps below to upload your document successfully:

Acceptance Guidelines

• File Type: The image must be in one of the following formats: JPG (JPEG), PNG or PDF
• File Size: The Individual file size should be less than 4 MB.

Image quality guidelines

Within the captured image:

• All of the edges of the identity document are visible
• No part of the identity document should be obscured, e.g. a thumb should not cover part of the document
• The document should be in focus
• There should be no hotspots (bright reflected light) covering any parts of the identity document
• The document should be square within the image, i.e. reasonably straight and not significantly skewed or at an angle
• The document should be reasonably well lit, with the lighting being even across the identity document.

Image capture guidelines – Camera

• The camera should be orientated in landscape mode, so that the document fills the entire frame, but the edges are clearly visible
• Avoid different lighting settings across the document i.e. half-lit and a shadow
• Do not use a flash
• The document should be in focus so we can read the writing
• Images should be medium or high quality, if available.

If you choose not to provide the required documents here, you can still submit your online application. However, we’ll still need them at a later stage and may cause delay to how long it takes to open your account.

Where required, we'll ask individuals in your organisation to sign the application or provide specimen signatures electronically by email. Once they’ve done that, we’ll process the application open the accounts.

If your application is successful, we’ll send you an electronic welcome pack. This will include your account number and sort code.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.

Watch the video guide. This will open a new window with the video from our Santander YouTube channel.