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Step 1

Get ready for Bankline

Know what you need to get started

Here’s what you’ll need to log in to Bankline for the first time:

  • Your activation code: You’ll have this already in the email we sent you. 
  • Your Customer ID and User ID: Log in details to enter every time you log in. Your administrator will give you these.
  • Your smartcard and card reader: Your administrator may give you these, or they may be sent to your home or office address. 
  • Smartcard PIN: The code to activate your smartcard. We’ll post this to the address registered for you in Bankline.


For UK addresses, it takes 7 days for your smartcard and reader to arrive from the point your administrator set you up.

Check out our commonly asked log in questions:

Three things to do while you’re waiting

While you’re waiting for your log in items to arrive, there’s three things to do to get ready. 

This is the ideal time to talk to your administrator about using Bankline, learn about how it works, and sign up for a webinar with our team. 

1. Talk to your administrator

Your administrator will be reaching out to share your Customer ID and User ID. Why not take the chance to have a quick chat about Bankline? 

They’ll know how your organisation uses Bankline and have plenty of advice to share. 

Ask them about: 

  • What role you’ll have and what you’ll be doing in Bankline.
  • The security controls that your organisation has in place in Bankline.
  • Whether you’ll be needing the Bankline Mobile app.
  • If there are any other administrators (good to know for future reference).

2. Take a quick tour

play video

Check out this short video for an introduction to Bankline and its key features. 
 

To get a feel for how Bankline works, take a look at the dashboard below and explore the key areas of Bankline. Permissions are required to access some of these areas.
 

Choose an area to learn more: 

3. Sign up for a webinar

The best way to get to know Bankline is to join one of our free live webinars with a Bankline specialist.  

Our ‘Making payments’ webinar imight be the most useful option. If you have administration access, then the ‘Managing users’ and ‘Security settings’ webinars may also be relevant.

View upcoming Bankline webinars 

We recommend booking on a session that's scheduled for the first week you have access to Bankline.

We also recommend signing up to  a fraud awareness webinar. They're not Bankline specific, but it will help you and your business spot common threats and stay safe online.   

See upcoming fraud webinars