Business Self-Service 

We’ve recently introduced business online account management. This lets you make changes to your business account in Internet Banking, without needing to call us or fill in paper forms in future. 

With this new feature, you can:

• Add or update Account Administrators
• Manage permissions for Account Operators
• Update your business email securely
• Set account limits for organisations with joint signing 

To get the self-service functionality, please complete and return the Account Administrator form.  

This form: 

• Authorises a named individual to make account changes on behalf of your organisation
• Must be signed by a director/trustee in accordance with your existing account mandate
• May require ID verification for any newly authorised individuals 

You can return the completed form via the chat in Internet Banking, or by post. (Details are provided in the form). Once we have processed your form and any ID documents, you’ll be able to make all the above changes yourself. 

If you already have self-service set up, go to our Help and support page to find out more about changing your business details in Internet Banking. 

Change permissions or remove an account administrator: Please complete and return the Change Permissions or Remove Account Administrator Mandate Form.

If you’d rather change your business details in the usual way, you can continue to use the forms below: 

Please find forms below to enable you to make changes. You can return your completed form via Chat in Internet Banking or by post.

Change or remove Account Operators: complete a Change of Account Operator form. 

When we receive your form, we will:

1. Please find the forms below to enable you to make these changes. You can return your complete forms via Chat message in Internet Banking, or by post.  Check the form has been completed and authorised correctly. If it is not, we will return the form to you which will cause delays. If you have any questions regarding the authorisation required, please contact us via a Chat message in Internet Banking or or call us on 0330 355 0355 during our opening hours.

2. Remove account operators and send you confirmation via internet banking (or post if the form was sent via post). However, if removing account operators prior to adding new ones will go below your mandate, we will add the new account operators first.

3. Verify the identity of new account operators. This will be in the form of electronic identification, for which the new account operators will receive an email. Please action this email as soon as possible to avoid delays.

4. Finalise the onboarding of new account operators and send you confirmation for each account operator successfully added.

Change the Key Contact Person: if the new contact person is already an Account Operator, and you do not need to make other changes to Account Operators, complete a Business Information Change form. If the new contact person is not yet an Account Operator, they must be registered as one through the Change of Account Operator form, and you can assign them as the Key Contact Person on the same form.

Change your business name: complete a Business Information Change form.

Change your business address (registered / trading / correspondence): complete a Business Information Change form.

Change your business website address: complete a Business Information Change form.

Change payment limits: complete an Internet Banking form to amend the account limits and change individual account operators’ payment authorisation limits or rights.

Close your (current / deposit) account: complete a Business Account Closure Request form.

Returning your form via Chat in Internet Banking

If you are returning your form via Chat, we do not require a signature, and you have the option to complete the form electronically or by hand.

If your account mandate specifies that you need more than one account operator to authorise changes, we must receive a Chat message with a copy of the competed form from enough operators to meet your signing mandate.

If you require clarification of your account mandate(s) and/or signing arrangements, please contact via a Chat message in Internet Banking, or call us on 0330 355 0355 . To avoid delays, please do this before submitting your form.

Returning your form by post

If you are returning your form by post, please note the declaration must be signed with a wet signature.

If you require clarification of your account mandate(s) and/or signing arrangements, please contact us via a Chat message in Internet Banking, or call us on 0330 355 0355 or. To avoid delays, please do this before submitting your form.

You can return your completed form to us by freepost at:

Freepost TRIODOS BANK

Our freepost address is Royal Mail registered and simple to use - write it on your envelope exactly as shown above (no stamp required) and your letter will get to us free of charge by second class mail.

For first class mail, you can post using a stamp to:

Triodos Bank
Deanery Road
Bristol
BS1 5AS

Setting up a Direct Debit should be done through the company who will be claiming the Direct Debit. You can cancel a Direct Debit in the Triodos Mobile Banking App under ‘More’, ‘Account settings’ then ‘Direct Debits’, or in Internet Banking under ‘Self Service’, ‘Account settings’ then ‘Direct Debits’. You will need to contact the company who claim the Direct Debit to cancel it with them as well.

Start by going to our website www.triodos.co.uk and in the top right-hand corner you'll see a link for "Log in" to Internet Banking.

If you have set up the Triodos App, you can log into Internet Banking using the app’s QR scanner on a second device. You can find more information on how this works here.

If you’re a Current Account customer and you do not use the Triodos App you will need your digipass and PIN, and details regarding the security word you set up when applying for the account.

If you’re a Personal Savings or Investments customer and do not use the Triodos App, you will need your username and password.

Please contact us by sending us a chat message in Internet Banking or call us on 0330 355 0355.

To set up standing orders in the Triodos App or Internet Banking, choose the account you wish the money to be taken from and select 'Payments'. Enter the recipients’ details and the amount. Click the calendar icon next to the payment date to set the frequency of the payment and save your changes. Authorise the payment to complete the set up.

Standing orders are processed on working days, so if the payment you have set up is due to go out on a weekend or UK bank holiday, it will be processed on the next working day.