Money Dashboard Supported Providers

Money Dashboard exists to make managing money easy, no matter who you bank with.

Now more than ever, UK consumers hold current accounts, savings accounts and credit cards with multiple institutions and that’s where we come in - by allowing you to connect to all major UK financial institutions so you can view your transactions and balances in one secure portal.

Doing so allows you to set budgets, make savings and plan for the future by discovering the full picture of your financial situation. Here you’ll find details about how to connect to the most popular providers supported by Money Dashboard. For more information and to see a full list, visit our Support page here.

NB: Please don’t use links listed on this page to log in to your online banking. Although we have full confidence these are genuine links it is good practice to avoid entering details after following a link from an email or a website.
How to login to your online banking:
American Express

How to connect to American Express:

1. Select American Express from our list of supported banks.

2. Enter the following information:
User ID
Password

3. Click ‘Connect to American Express’.

Money Dashboard supports American Express accounts that login at the following URL: https://global.americanexpress.com/myca/logon/emea/action?request_type=LogonHandler&Face=en_GB

Bank of Scotland

How to connect to Bank of Scotland:

1. Select Bank of Scotland (BoS) > Bank of Scotland Personal Banking from our list of supported banks.

2. Enter the following information:
Username: this is the username for your online banking/credit card account. This field is not case sensitive.
Password: this is your online password.
Memorable information: This is your full memorable information. When signing in to your online account you are required to enter only three characters from this. This is not case sensitive.

3. Click ‘Connect to Bank of Scotland (BoS)’.

Money Dashboard supports Bank of Scotland accounts that log in at the following URL: https://online.bankofscotland.co.uk/personal/logon/login.jsp

NB: we also support Bank of Scotland Business Banking accounts that log in at: https://online-business.bankofscotland.co.uk/business/logon/login.jsp

Barclaycard

How to connect to Barclaycard:

1. Select Barclaycard > Barclaycard from our list of supported banks.

2. Enter the following information:
Username or ID number
Passcode: this is your full online passcode
Memorable word: this is your full memorable word

3. Click ‘Connect to Barclaycard’.

Money Dashboard Barclaycard accounts that log in at the following URL: https://bcol.barclaycard.co.uk/ecom/as2/initialLogon.do?lastPIDFromAS1=null

NB: w also support Business Credit Cards that log in at:https://accservices.barclaycardbusiness.co.uk/Centre/Public/Logon.aspx?ReturnUrl=%2fCentre%2fDefault.aspx%3fbarclaycard&barclaycard

Barclays

How to connect to Barclays:

1. Select Barclays > Barclays from our list of supported banks.

2. There are several methods of connecting to Barclays which determine which log in fields you are required to enter:

Methods of connecting

  1. Memorable word and passcode
    Enter your Surname, one piece of account ID (either membership number or card number or sort code & account number) Enter your complete memorable word and passcode
  2. PinSentry Card Reader
    Enter your Surname, one piece of account ID (either membership number or card number or sort code & account number) Do not enter anything in the passcode and memorable word fields. You will be prompted for the last few digits of your card number, enter these and type Y to indicate you are using a card reader. You will then be prompted for the code generated by your card reader. Enter all 8 digits without a space. Insert your card into the reader, chip end first Select Identify and then enter your PIN when prompted to produce your your 8-digit authorisation code
  3. Mobile PinSentry
    Enter your Surname, one piece of account ID (either membership number or card number or sort code & account number) Do not enter anything in the passcode and memorable word fields. You will be prompted for the last few digits of your card number, enter these and type N to indicate you are not using a card reader. You will then be prompted for the code generated by your Mobile Pin Sentry. Enter all 8 digits without a space. Open Barclays Mobile Banking and select Mobile PINsentry from the log-in page At the Mobile PINsentry page, enter your 5-digit Barclays Mobile Banking passcode Select Identify and follow the instructions to generate your 8-digit authorisation code

3. Click ‘Connect to Barclays’.

Money Dashboard supports Barclays accounts that log in using the following URL: https://bank.barclays.co.uk/olb/auth/LoginLink.action

NB: we also support Barclays international Banking accounts that log in at:https://www.barclayswealth.com/login/action/logon/unauthenticated/personal/loginDetailsRouting

First Direct

How to connect to First Direct:

1. Select First Direct from our list of supported banks.

2. There are two options for connecting to First Direct which determine which log in fields you are required to enter:

  1. Using your password
    Enter your username, password and the memorable answer to your normal login question and select 'No'
  2. Using your secure key
    Enter your username and the memorable answer to your normal login question and select 'Yes' Do not enter anything in the password field You will be prompted for the security code generated by your card reader once your username has been verified.
    Your memorable answer is the answer you type in full on the First Direct site. You password is the one you are asked to select 3 characters on the First Direct site, this must be entered in full. Generating your Secure Key Code On your secure key device, press and hold down the green bottom right hand corner button to turn it on. Then, enter your secure key PIN. With 'HELLO' displayed on the screen, press the green bottom right hand corner button. This will then generate a Security Code.

3. Click ‘Connect to First Direct’.

Money Dashboard supports First Direct accounts that log in using the following URL: https://www2.firstdirect.com/1/2/pib-service

Halifax

How to connect to Halifax:

1. Select Halifax from our list of supported banks.

2. Enter the following information:
Username: this is the username for your online banking/credit card account. This field is not case sensitive.
Password: this is your online password. This is case sensitive.
Memorable information: This is your full memorable information. This is not case sensitive.

3. Click ‘Connect to Halifax Personal Banking’.

Money Dashboard supports Halifax accounts that log in using the following URL: https://www.halifax-online.co.uk/personal/logon/login.jsp

HSBC

How to connect to HSBC:

1. Select HSBC > HSBC Bank from our list of supported banks.

2. There are several methods of connecting to Barclays which determine which log in fields you are required to enter:

  1. Using your password
    Enter your username, the memorable answer to your normal login question and select 'Without Secure Key' You will be prompted for your password once your username has been verified.
    NB: This is the only option that allows your accounts to be updated automatically.
  2. Using your Secure Key device
    Enter your username and the memorable answer to your normal login question. Select 'With Secure Key' You will be prompted for the Security Code generated by your Secure Key device or Digital Secure Key on the HSBC mobile app once your username has been verified.
    **Generating your Security Code** On your secure key device, press and hold down the green bottom right hand corner button to turn it on. Then, enter your secure key PIN. With 'HELLO' displayed on the screen, press the green bottom right hand corner button. This will then generate a Security Code.
  3. **Using Digital Secure Key**
    Enter your username and the memorable answer to your normal login question. Leave he password field blank. You will be prompted for the Security Code generated by your Secure Key device once your username has been verified.
    Generating your Security Code Open the HSBC mobile app and select 'Generate Security Code' Enter your Digital Secure Key password and select 'Generate' This will then generate a Security Code.

3. Click ‘Connect to HSBC’.

Money Dashboard supports HSBC accounts that log in at the following URL: https://www.hsbc.co.uk/1/2/HSBCINTEGRATION/

NB: we also support HSBC Business bank accounts that log in at: https://www.business.hsbc.co.uk/1/2/!ut/p/c5/04_SB8K8xLLM9MSSzPy8xBz9CP0os3gDgzAfSycDUy8LAzNDbz8vbzMDKADKR2LKuyHkgbotDB1dDZyDDTwMzM0sDTy93B1dnXz8DN0tTCC6nd0dPUzMfYCqwzxdDTxNnEwMTH3dDA08jQnoLsgNDQUAO-nOhw!!/?IDV_URL=B2G_CAM40_PERSONAL_PAGE&CANCEL_CUN=hsbc.business.home_home_noMenu

Lloyds

How to connect to Lloyds:

1. Select Lloyds > Lloyds Personal Banking from our list of supported banks.

2. Enter the following information:
Username: this is the username for your online account. This field is not case sensitive.
Password: this is your online password.
Memorable information: This is your full memorable information. When signing in to your online account you are required to enter only three characters from this. This is not case sensitive.

3. Click ‘Connect to Lloyds’.

Money Dashboard supports Lloyds accounts that log in at the following URL: https://online.lloydsbank.co.uk/personal/logon/login.jsp

NB: we also support Offshore accounts that log in at: https://international.lloydsbank.com/log-on/

And Business Banking accounts that log in at: https://onlinebusiness.lloydsbank.co.uk/business/logon/login.jsp

MBNA

How to connect to MBNA:

1. Select MBNA > MBNA Credit Card from our list of supported banks.

2. Enter the following information:
Username: this is the username for your online credit card account.
Password: this is your online password.

3. Click ‘Connect to MBNA’.

Money Dashboard supports MBNA accounts that log in at the following URL: https://www.bankcardservices.co.uk/NASApp/NetAccessXX/LoginScreen

NB: we also support Business Credit Cards that log in at: https://www.bankcardservices.co.uk/NASApp/NetAccessXX/LoginScreen

Nationwide

How to connect to Nationwide:

1. Select Bank of Nationwide > Nationwide Building Society from our list of supported banks.

2. There are two methods of connecting to Nationwide which determine which log in fields you are required to enter:

  1. **Without a card reader**
    Enter your Customer Number, full 6 digit Passnumber (not just 3 random digits) and any one of your three pieces of Memorable Data (either Place or Date or Name). Please also note the Memorable Data field may be case sensitive, and if entering a memorable date please enter it as 8 digits, eg- 20th July 1969 would be entered as 20071969.
  2. **With a card reader**
    Enter your Customer Number only, leave the other fields blank, then you will be prompted for your code generated by your card reader once a connection is established.

3. Click ‘Connect to Nationwide’.

Money Dashboard supports Nationwide accounts that log in at the following URL: https://olb2.nationet.com/signon/index2.asp

Natwest

How to connect to Natwest:

1. Select Natwest Bank > Natwest Personal Banking from our list of supported banks.

2. Enter the following information:
Customer Number: This is the customer number for your online account. This is usually a 6 digit date of birth followed by 4 extra digits
Pin : This is the full pin for your online account
Password: This is your full online password

3. Click ‘Connect to Natwest’.

Money Dashboard supports Natwest accounts that log in at the following URL: https://www.nwolb.com/secure/default.asp?refererident=77043504

NB: we also support Credit Card Services accounts that log in at: https://cardservices.natwest.com/RBSG_Consumer/Login.do?promoCode=NatWest

And Business Bankline accounts that log in at: https://www.bankline.natwest.com/CWSLogon/logon.do?CTAuthMode=RBSG_CORP4P&domain=.bankline.natwest.com&ct-web-server-id=Internet&CT_ORIG_URL=%2Fbankline%2Fnatwest%2Fdefault.jsp&ct_orig_uri=https%3A%2F%2Fwww.bankline.natwest.com%3A443%2Fbankline%2Fnatwest%2Fdefault.jsp

Royal Bank of Scotland (RBS)

How to connect to Royal Bank of Scotland (RBS):

1. Select Royal Bank of Scotland (RBS) > Royal Bank of Scotland Personal Banking from our list of supported banks.

2. Enter the following information:
Customer Number: This is the customer number for your online account. This is usually a 6 digit date of birth followed by 4 extra digits.
Pin : This is the full pin for your online account
Password: This is your full online password

3. Click ‘Connect to Royal Bank of Scotland (RBS)’.

Money Dashboard supports RBS accounts that log in at the following URL: https://www.rbsdigital.com/secure/Logon.asp

NB: we also support Credit Card Services accounts that log in at: https://www.rbscardservices.co.uk/RBSG_Consumer/Login.do?promoCode=RBS

Cards OnLine accounts that log in at: https://cardsonline-commercial.com/RBSG_Commercial/Login.do?promoCode=RBS

Business Bankline accounts that log in at: https://www.bankline.rbs.com/CWSLogon/logon.do?CTAuthMode=RBSG_CORP4P&domain=.rbs.com&ct_orig_uri=https%3A%2F%2Fwww.bankline.rbs.com%3A443%2Fbankline%2Frbs%2Fdefault.jsp

Offshore digital banking accounts that log in at: https://www.rbsidigital.com/default.aspx

Santander

How to connect to Santander:

1. Select Santander > Santander from our list of supported banks.

2. There are several methods of connecting to Santander which determine which log in fields you are required to enter:

  1. Registration number and passcode
    Personal ID: Enter your ID for your online account
    Once a connection has been established you will be asked for:
    Security question: This will be one of three questions chosen by you at registration
    Once this is processed you will be asked for:
    Passcode and Registration Number: Enter your full online passcode and registration number
  2. Password and security number
    Personal ID: Enter your ID for your online account
    Once a connection has been established you will be asked for:
    Security question: This will be one of three questions chosen by you at registration
    Once this is processed you will be asked for: Password and security number: enter your full online password and security number
  3. Customer PIN
    Personal ID: Enter your ID for your online account
    Once a connection has been established you will be asked for:
    Place of Birth
    Once this is processed you will be asked for:
    Customer PIN: enter your full online customer PIN

3. Click ‘Connect to Santander’.

Money Dashboard supports Santander accounts that log in at the following URL: https://retail.santander.co.uk/LOGSUK_NS_ENS/BtoChannelDriver.ssobto?dse_operationName=LOGON

NB: we also support Business Banking accounts that log in at: https://business.santander.co.uk/LGSBBI_NS_ENS/BtoChannelDriver.ssobto?dse_operationName=LGSBBI_LOGON