Barclays iPortal overview video transcript

With Barclays iPortal managing transactions and assessing services is so simple.

You can make payments, view cheque and voucher images, access statements and more. It just takes a few clicks.

Log in securely using your smartcard, Barclays Biometric Reader, or using the authentication option on the Barclays Corporate App.

View accounts at a glance, complete everyday banking tasks, check outstanding approvals, and stay tuned with news and updates.

Set custom alerts and notifications via email, SMS or within iPortal so you never miss an action.

Making a payment is easy [ select “Account” from the main navigation, then select “Make a payment” under the “Payment” heading] and managing standing orders is simple, [ select “Account” from the main navigation, then select “Standing orders” under the “Account services” heading ].

You can view, export or cancel a standing order, or set up a new one.

You can view, export and cancel your direct debits with ease [ select “Account” from the main navigation, then select “Direct debits” under the “Account services” heading].

Cheque book or credit book about to run out? Re-order using iPortal [ select “Account” from the main navigation, then select “Re order cheque books” or “Re order credit books” under the “Account services” heading].

Need to stop a cheque? [ select “Account” from the main navigation, then select “Stop cheques” under the “Cheques” heading]. Stop up to 9 cheques in one batch.

You can also access your admin functionality [ select “Administration” from the main navigation].

View and amend your:

• User settings
• Entitlements
• Role profiles
• Workflows

As well as manage your preferences.

Access all this and more …

Secure, simple, straightforward self-serve banking at your fingertips

With Barclays iPortal everything just clicks.

For further information, visit the Digital Channels Help Centre or speak to your relationship team about other Barclays iPortal services.