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If you haven’t done so already, you must first send us a completed Terms of Business Agreement (ToB) agreement by post. Once we have received this, you will receive an activation email within five working days.

This email will be valid for 14 days and will allow you to go online and activate your registration.

A senior representative of the firm must complete the initial registration, and they will be provided with administration rights, i.e. becoming ‘super-users’. This will allow them to add and remove additional users within the firm and determine individual access rights (i.e. admin access or standard access).

Once registered for the service, you will be able to view any mutual NS&I customer accounts following receipt of a Letter of Authority (LoA) for each client you wish to view.

When we receive a completed Letter of Authority, we will also send you an acknowledgement letter. This will contain a reference number which you can use to make client information requests over the phone. Please note that this is separate to your online log in credentials.