Barclays iPortal Trade and Working Capital video transcript
With Barclays iPortal you can access all your Trade and Working Capital products in one place.
Safe and secure; self-service; two way communication; digital trade portal.
Giving you full visibility and control of your live transactions. It just takes a few clicks to start your digital journey.
[ under “Trade and Working Capital” link in the main menu, then select “Trade Services” link in the sub menu ]
Need to complete a trade application form?
[ In “Trade services” under “New Instruments” link in the main menu, then select “Outgoing guarantee” link in the sub menu ]
Enter the details using the beneficiary button to access your address book.
Need to attach a document? [ Select “Attach Document” button ] No need to send hard copies later.
You are now ready to verify the data. [ Select “Verify data” button ]
Manage and authorise transactions securely
[ In “Trade services” under “Transactions” link in the main menu, then select “All transactions” link in the sub menu. From there filter the “Status” by “Ready to Authorise” ]
Based on your user and approval set up, no printing or wet signatures are required.
Track a case, view status and submission updates with ease.
Save time by creating templates for repeat transactions [ In “Trade services” under “Reference data” link in the main menu, then select “Templates” link in the sub menu. Then select the “New” button ]. Your template is ready to use.
Need to view a report? [ In “Trade services” under “Reports” link in the main menu, then select “Standard Reports” link in the sub menu. ] Convert to CSV, PDF or XLS. A range of reports ready for when you need them.
Need some support? Submit an enquiry form for secure communication with your Trade Operations team. [ In “Trade Services”, select ‘Mail Messages” and then select “New” ]
A new straightforward, secure, digital audit trail at your fingertips [ In “Trade services” under “Transactions” link in the main menu, then select “History” link in the sub menu. ]
Start your end-to-end digital journey now.
With Barclays iPortal everything just clicks.
For further information, visit “Help and Forms” on the iPortal homepage, or view the iPortal videos. Please refer to your usual Trade contact for any urgent queries regarding your applications.
