Online banking user guide

Welcome to CAF Bank

The bank dedicated to supporting charities and social purpose enterprises. So we understand what you need.

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Our user guide will help you navigate and make the most of our online banking service. You’ll find an overview of its many features and step-by-step instructions on how to manage your banking tasks online.


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What this guide covers

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1. Getting set up

2. Managing your account

3. Managing your users

4. Managing your beneficiaries

5. Making payments and transfers

6. Making bulk payments

7. Managing bulk payments

8. Managing cheques

9. Sending and receiving messages

Frequently Asked Questions and Customer Forms

Accessing online banking How to find your log in details, choose an authentication option, activate your user access and troubleshoot logging in issues.
Managing beneficiaries How to view, search, and edit beneficiaries' details, and remove a beneficiary from a bulk payment request.
Making payments How to create, and submit payment requests for approval, view the status of a payment, check payment cut-off times and more.
Statements and transactions How to view and export transactions' data, where to view and download account statements, and more.
System performance How to understand core system features, such as automatic logouts, and time zone settings.
Customer forms Easily access and complete forms you need to manage your account.

CAF Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 204451).

CAF Bank Limited Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4JQ. Registered in England and Wales under number 1837656.

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