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Help FAQ General FAQ

1. What can I do with Intelligent Finance online banking?


Depending on which jars you have in your plan, you can:

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  • check the balances on all your jars
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  • view your most recent transactions
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  • set up and make bill payments
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  • move money between jars in your plan or to another plan
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  • set up, amend and/or delete standing orders
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  • make one-off or regular deposits to, or withdrawals from, your savings
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  • make overpayments on your offset mortgage
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  • change your overdraft limit
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  • change your bank details
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  • change your contact details
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  • view details of the current accounts paying your offset mortgage

    If you cannot view your mortgage jar online, please call our customer centre on 0345 609 4343.
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