Use our secure online service to view your clients' NS&I savings in one place.
Here, we explain the simple steps to register and the information you’ll need.
What you can do with our service
Once registered, you’ll see your clients’:
- NS&I holdings
- valuations and maturity dates for fixed term investments
- copies of statements and letters
- Premium Bonds prize history
Who can use our service
You can use our online service if you’re a professional working for an adviser firm, a group of firms, or a registered sole trader regulated by the FCA. This includes appointed representatives (Members) of Networks.
For a Network itself to use our service, we will need a Letter of Authority including details of the Network.
You can also sign up if your firm is listed on the FCA website as an 'Exempt Professional Firm'.
Please note, SIPP providers and legal firms cannot use our service.
Before you start
To register, you'll need:
- To be a director or Financial Conduct Authority (FCA) approved person in your firm
- Your firm's FCA registration number
- Your clients' permission to access their accounts
What you'll send us:
- Terms of Business Agreement (one per firm)
- Letter of Authority (one per account holder)
Steps to register with us
Step 1: Download and send your Terms of Business Agreement
- Download our Terms of Business Agreement template
- Complete the form with your firm's details
- Print, sign and post the agreement to:
NS&I
Sunderland
SR43 2SB
Important: If your firm has multiple branches, use the primary branch address listed on the FCA website or with Companies House.
You only need to send one Terms of Business Agreement per firm. We'll keep it on file until you tell us about any changes and in line with our record retention policy.
Step 2: Wait for confirmation
We’ll send you two things within five working days:
- An acknowledgement letter containing your reference number (keep this safe – you'll need it when calling us)
- An activation email with a link to set up your account and instructions to create your password
Important: The activation link expires after 14 days. Please check your junk folder.
Step 3: Activate your account
- Select the 'Activate your account' link in the email
- Create your password
- You're now registered as a super-user (admin)
Step 4: Add other users if you want
As a super-user of your firm, you can provide admin rights to other staff once you’re registered and can choose their access level.
Firms can also have more than one super-user. Super-users can then add remove old or new staff members when required.
How to add clients to your account
Send a Letter of Authority for each client to view their account details.
For joint accounts, you'll need a separate Letter of Authority for each account holder.
- Download the Letter of Authority template
- Ask your client to complete and sign it
- Post the Letter of Authority to:
NS&I
Sunderland
SR43 2SB
Important: We'll only accept our NS&I template. We can't accept other formats.
If we don't have your client's current signature on file, we'll write to them directly to request a signature.
We'll send you an acknowledgement letter with a client reference number within five working days.
Trust accounts and Self-Invested Personal Pensions
List all trustees' names in the 'customer name' section on one Letter of Authority. All trustees must sign.
Important: You can only access trust account information by phone. We're working to make this available online in the future.
Using the phone service
When you register with our online service, we'll also register you for the phone service. Our dedicated Adviser Helpline can be contacted on 0800 092 1228
What you'll need when calling us
Have ready:
- Your firm's name and address
- Your firm's FCA registration number
- Your Terms of Business reference number (from your acknowledgement letter)
- The client reference number (from the client's acknowledgement letter)
We may also ask you to confirm some client details for security.
Already registered for the phone service?
If you've already sent us a Terms of Business Agreement to use our phone service, you don't need to send it again. Just have your Terms of Business reference number ready when you call.
Contact our Adviser Helpline on 0800 092 1228 and ask us to register you for the online service.
Calls from outside the UK may not be free. Calls may be recorded.
More information
View frequently asked questions.
To find out more about how we use your information, see our Privacy Notice.