Simple account solutions for handling client money
Managing your clients’ money is easy with our compliant, API-enabled bank accounts.
Key features
Open dedicated accounts
Get a separate account for each client, with unique account numbers to minimise payment errors.
Approve clients quickly
Automate KYC/KYB checks so you can approve the right clients quickly.
Learn more about Verify.Simplify reconciliation
Instantly reconcile client funds with our ledger, or integrate your own solution via API.
Earn interest
Competitive interest rates mean new revenue streams for you.
Who is this for?
These accounts are for firms that need to comply with industry regulations on handling client money, such as CASS, CMP, or SRA.
Wealthtech and asset managers
Embed dedicated accounts into your platform’s funding flows, enabling direct deposits to your clients’ accounts.
Proptech companies
Streamline your property management services with dedicated client accounts for rent payments, deposits, and more.
Solicitors and law firms
Keep client money segregated in compliance with SRA rules, and ease back-office burdens with simple integration and reconciliation.
Dedicated or pooled accounts
Get a dedicated bank account for each of your clients, or pool all client funds in a single account — it’s up to you!
Dedicated
- Individual bank accounts for each of your clients
- Unique account number and sort code combinations
- Integrated ledger technology for instant reconciliation and easy reporting
Pooled
- One pooled client money account for all client funds
- Integrates with your existing ledger and accounting systems via API
Build, launch and scale your financial products on one powerful platform.
Contact salesEligibility
Are we a good fit? Check out our eligibility criteria.
Deposit protection
Your customers' deposits are protected.
