Get to know your new Bankline

June 2019
Logging in Logging in

The Dashboard
You’ll notice some changes between the original and new Bankline, so Can’t remember your PIN or
this is a handy guide on what to expect. Password?
Just as before, what you can see and do will depend on your user You can set up new details by View your
Viewing your
accounts
accounts
privileges. selecting the “Forgotten
Logging in PIN/Password” link on the
PIN/Password page. Sort/group your
To log in, use the usual address: http://www.natwest.com/bankline Sort/group
Statementsyour accounts
accounts
If you can’t see this link, you can
You’ll see the new version once you’re logged in. ask your Bankline administrator(s)
to reactivate your login via Payments &
Searching
Transfers
Administration.
We haven’t changed any of your user details or privileges.

Approve payments
Payments & transfers
Don’t forget, we’ll never ask you for
 Your full PIN
Templates
Approve payments
 Your full password

Print & Export

Templates

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The Dashboard Logging in

The Dashboard
The first new thing you’ll see in Bankline is the Dashboard. This is the Tip: To log out, hover over your
navigation hub from where you can access all areas of Bankline. name in the top right and a drop-
down menu will appear. Sort/group your accounts
It also brings a snapshot view of your most used accounts (up to 5), handy View
Viewing
your
your
accounts
accounts
Viewing your accounts
tips to make the most of your online experience, and quick links to some of
the most popular Bankline features.
Sort/group
Make payments
your &
You can customise the dashboard to a view that works for you. Move the Searching
Sort/group
Statementsyour accounts
transfers
accounts
panels around or even switch them off, Bankline will remember your settings
when you next log in.
Sort/groupbetween
Transfers
Payments &your
Searching
Transfers
accounts

Approving
Approve
Paymentspayments
&payments
transfers

Templates
Approve payments

Print & Export

Templates
Advanced search is a new powerful tool to help you find payments and
transactions quickly and easily. You can quickly search for payments made New and original Bankline
over a certain date range or payments that are in a certain status so you Export
Print & Export
working together
know at a glance which payments need your attention.

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View your accounts Logging in

The Dashboard
New Bankline puts all your account information in one place so you can Tip: ‘Uncleared balance’ is what
quickly find what you’re looking for. You can change the order and grouping used to be called ‘ledger balance’
of accounts, and choose the balance types you want to see. Select the in the original Bankline. Sort/group your accounts
View
Viewing
your
your
accounts
accounts
Accounts tab then ‘View account balances and statements’ to explore more. Viewing your accounts
View your accounts
Sort/group
A better wayyour
to make
You can see up to four balance types at any time from these options: Sort/group your accounts
Searching
Statements
payments
accounts
 Available funds
 Current uncleared balance
 Current cleared balance Sort/groupbetween
Transfers
Payments &your
Searching
 Start of the day uncleared Transfers
accounts
 Start of the day cleared
 Last night’s uncleared
 Last night’s cleared Approving
Approve
Paymentspayments
&payments
transfers

‘Available funds’ is a new feature that shows the amount you can spend
now. This includes the money in your account plus your overdraft limit (if Templates
Approve payments
applicable) and any uncleared (pending) payments coming in to the account,
minus uncleared (pending) payments due to go out of the account.
To view ‘Available funds’ the feature has to be set up as one of your user Print & Export
Templates
privileges. Your Bankline Administrator(s) can arrange this through
Administration, either by adding the new privilege to your existing Customer
role or by creating a new role. New and original Bankline
Export
Print & Export
working together

New and original Bankline

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Sort/group your accounts Logging in

ViewDashboard
The your accounts
Sort your accounts

Sort/group your accounts

View
Viewing
your
Viewing your
accounts
your accounts
accounts

Sort/group
A better wayyour
to make
Searching
Statements
Sort/group your accounts
payments
accounts

Sort/groupbetween
Transfers
Payments &your
Searching
Transfers
accounts
You can change the order you view your accounts in. Bankline will remember this preference
until you change it again.
Group your accounts Approving
Approve
Paymentspayments
&payments
transfers

Templates
Approve payments

Print & Export

Templates

You can group your accounts for a clearer view. This selection will apply until you remove it.
New and original Bankline
Viewing your accounts Export
Print & Export
working together

New and original Bankline

Get Help
To see more accounts on one page, select ‘Compact view’. working together

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Statements Logging in

ViewDashboard
The your accounts
Viewing your statement (4) (5)
The statement page lets you sort your
(8) Sort/group your accounts
transactions by any of the headings listed (1). View
Viewing
your
your
accounts
accounts
Viewing your accounts
You can filter the view to show just credits or
debits (2), or specific payment types or value
Sort/group
A better wayyour
to make
ranges (3). Searching
Statements
payments
accounts
Quickly switch between different accounts
using the drop down at the top (4), and print Sort/groupbetween
Transfers
Payments &your
or export the statement as needed (5). (2) (3) Searching
Transfers
accounts
Click on a transaction to expand it (6), where
(1)
you’ll also find printable debit and credit
advices for CHAPS and international Approving
Approve
Paymentspayments
&payments
transfers
payments (7).
Should you need to find additional account
information such as your BIC or IBAN, they Templates
Approve payments
are under More account information (8). (6)

Print & Export

Templates

(7)
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Searching your accounts and payments Logging in

ViewDashboard
The your accounts
We’ve improved our searching facility, just click ‘Advanced search’ from the Dashboard
or Accounts pages, to look for specific statement transactions and find your historic
Bankline payments. Sort/group your accounts
View your
Viewing accounts
your accounts

A better way to make

You can easily search for payments coming in and out of your accounts by completing Searching
Statementsyour accounts
Sort/group
payments
as many fields as appropriate and searching across all of your accounts.
Sort/groupbetween
Transfers your
Searching
accounts

Approving&payments
Payments transfers

Templates
Approve payments

By clicking across to ‘Payments raised’ tab you can complete as many or as few of the Print
Templates
options below to find the payments that you’ve made in Bankline.

Export
Print & Export

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working together

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Making payments Logging in
and transfers between accounts
ViewDashboard
The your accounts
We’ve improved the way you use Bankline to make payments, helping save Tip: ‘Payee’ is the person you want
you time and money. Payments to others and transfers between your to pay; this was called the
accounts are accessed through the same menu. ‘beneficiary’ in original Bankline. Sort/group your accounts
View your
Viewing accounts
your accounts

Tip: Transfers were known as ‘Inter

Account Transfer’ (IATs) in original A better wayyour
Sort/group to make
Sort/group
Statementsyour accounts
Searching
payments
accounts
Bankline.
You don’t need to select the payment type up-front; just enter who the
payment is for, how much and when it’s to be made. Payments &your
Sort/group
Searching
Transfers
accounts
Bankline will calculate the most appropriate and cost effective way to send
your payment.
Once you’ve filled in the details on the ‘Make a payment’ screen, the Approving
Approve
Paymentspayments
&payments
transfers
recommended payment type will be shown, like this:

Templates
Approve payments
If you need to, just click Change payment type and select the type you
require.
Print & Export
Templates
We’ve also made it easier to make more than one payment at a time, with a
new ‘Raise another payment’ feature.
New and original Bankline
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This option appears after you have raised an initial payment. It means you
can raise all the payments you need to and then approve them all in one go. New and original Bankline
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Approving payments Logging in

The Dashboard
View your accounts
Start by selecting ‘Approve payments’ from the Payments menu. Tip: ‘Approve payments’ was
You will then see all payments awaiting approval, listed in date order known as ‘Authorise payments’ in
(closest date first). original Bankline. Sort/group your accounts
Viewing
View your
your
Viewing accounts
accounts
your accounts
Just use the tick-boxes to select the payments you want to approve and click
‘Approve’. You can then use your Smartcard and reader as normal to complete
the approval process. A better wayyour
Sort/group to make
Searching
Statements
Sort/group your accounts
payments
accounts
Standard view:

Sort/group
Transfers
Paymentsbetween
&your
Searching
accounts
Transfers

Payments
Approving&payments
transfers
Approve payments

Expanded view:
Approve payments
Templates

Templates
Print & Export

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Export
Print & Export
working together

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Templates Logging in

ViewDashboard
The your accounts
Create new and manage existing single payment and transfer
templates.
Templates are a great way to store details for regular Sort/group your accounts
View
Viewing
your
Viewing your
accounts
your accounts
accounts
payments; it saves the account the payment is sent from, the
payee details and payment type.
You can also set a payment limit for payments made from that Sort/group
A better wayyour
to make
Searching
Sort/group your accounts
Statements
payments
accounts
template.

Sort/groupbetween
Transfers
Payments &your
Searching
Transfers
accounts

Approving
Approve
Paymentspayments
&payments
transfers

Once a template is created you can start making payments Templates

Approve payments
from it.
Any templates created will be available for all users who have
payment privileges on your Bankline account.
Print & Export
Templates
When selecting a template you can view all information
associated with it, including who created it and the payments
that have been made from it to date. New and original Bankline
Export
Print & Export
Templates can be suspended or deleted if they’re no longer working together
needed; you can reinstate a suspended template at a later
date if required. New and original Bankline
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Print & Export Logging in

The Dashboard
View your accounts
Print or export your statements using the Print/Export
link. This lets you create a download in your chosen
format, PDF or .csv; if you need a different output you’ll Sort/group your accounts
Viewing
View your
your
Viewing accounts
accounts
your accounts
still be able to do this in original Bankline.
PDF exports are available in landscape or portrait and
can be ordered to suit your needs. A better wayyour
Sort/group to make
Searching
Statementsyour accounts
Sort/group
payments
accounts

You can also print by using your web browsers print

functionality. Just select Print from your browser menu or Sort/group
Transfers
Paymentsbetween
&your
Searching
accounts
Transfers
tools and choose your format. This option prints without
creating a downloaded document.

Payments
Approving&payments
transfers
Approve payments

Approve payments
Templates

Templates
Print & Export

New and original Bankline

Export
Print & Export
working together

New and original Bankline

Get Help
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New and original Bankline working together Logging in

ViewDashboard
The your accounts
Most functionality from original Bankline is accessible from the top menu
which is accessible from every page.
However, if you need a service that isn’t currently available on new Bankline, Sort/group your accounts
Viewing
View your
your
Viewing accounts
accounts
your accounts
you can easily access original Bankline by selecting the Original Bankline link
from the Dashboard.
A better wayyour
Sort/group to make
Sort/group
Statementsyour accounts
Searching
payments
accounts

Sort/group
Transfers
Paymentsbetween
&your
Searching
accounts
Transfers
This will open the original version of Bankline within the new platform.
For security, we’ll automatically log you out if more than 10 minutes go by Payments
Approving&payments
transfers
Approve payments
without you entering any information or moving between pages.
We’ll be regularly adding new features and functions through a series of
updates which will reduce the need to use original Bankline. Approve payments
Templates

Templates
Print & Export

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Get help Logging in

ViewDashboard
The your accounts
You can get help with new Bankline in a number of ways:

Sort/group your accounts

Search our FAQs – these are available from every Bankline page, just click View
Viewing
your
Viewing your
accounts
your accounts
accounts
‘Support’ and enter your search terms. We update these ongoing, so leave
feedback whether you got the answer you needed or not.
Sort/group
A better wayyour
to make
Searching
Sort/group
Statementsyour accounts
payments
accounts
Webchat – you’ll see a Webchat button on every Bankline page.
During standard office hours you can connect to one of the team, Sort/groupbetween
Transfers
Payments &your
but even outside these hours you can try speaking to Cora, our Searching
Transfers
accounts
automated agent, who can answer questions on a range of topics.

Approving
Approve
Paymentspayments
&payments
transfers
Webinar – if you’d like a bit more help getting comfortable with new Bankline,
sign up to one of our live webinars to learn your way around with one of our
expert trainers.
Templates
Approve payments

If you need more help to find your way around new Bankline, our team are on hand by web chat or at the Bankline
helpdesk on 0345 300 4108. Lines are open Monday – Friday 8am – 6pm. Print & Export
Templates

We want to know what you think

If you have any comments about the new Bankline service we’d be interested to hear them. Send your feedback to us at New and original Bankline
Export
Print & Export
banklinefeedback@natwest.com – but for your own security please don’t include any account specific information. working together

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Disclaimer

Payments made using Bankline and Online Banking will incur payment fees. Use of Bankline will also incur a monthly charge that will vary depending on the number of users and accounts registered. Please contact us
for more information on fees and payment tariffs.
No representation, warranty, or assurance of any kind, express or implied, is made as to the accuracy or completeness of the information contained in this document and NatWest accepts no obligation to any recipient to
update or correct any information contained herein. The information in this document is published for information purposes only. Views expressed herein are not intended to be and should not be viewed as advice or as
a recommendation. You should take independent advice on issues that are of concern to you.
This document does not purport to be all inclusive or constitute any form of recommendation and is not to be taken as a substitute for the recipient exercising his own judgement and seeking his own advice. This
document is for your private information only and does not constitute an analysis of all potentially material issues nor does it constitute an offer to buy or sell any investment. Prior to entering into any transaction, you
should consider the relevance of the information contained herein to your decision given your own investment
objectives, experience, financial and operational resources and any other relevant circumstances. Neither NatWest nor other persons shall be liable for any direct, indirect, special, incidental, consequential, punitive or
exemplary damages, including lost profits arising in any way from the information contained in this communication.
National Westminster Bank Plc. Registered in England and Wales (Registered Number 929027), Registered Office: 250 Bishopsgate, London EC2M 4AA. Authorised by the Prudential Regulation Authority and regulated
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Copyright 2019 NatWest. All rights reserved. This communication is for the use of intended recipients only and the contents may not be reproduced, redistributed, or copied in whole or in part for any purpose without
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Important Information
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