Account Servicer Consent Matrix

Not all Account Servicers support all Consent Types. The matrix below details the consent types that each individual Account Servicer supports.

Account Servicer

Accounts(inc Balances & Holdings)

Beneficiaries

Customers

Transactions

Documents

Payments

Account Servicing Agents

Aviva for Advisers*

:heavy-check-mark:

:x:

:heavy-check-mark:

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

Barclays

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Bank of Scotland

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Embark Platform*

:heavy-check-mark:

:x:

:heavy-check-mark:

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

First Direct

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Halifax

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

HSBC

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Lloyds

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Monzo

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Nationwide

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:heavy-check-mark:

:heavy-check-mark:

:x:

NatWest

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Quilter*

:heavy-check-mark:

:x:

:heavy-check-mark:

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

Royal Bank of Scotland

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

Virgin Money

:heavy-check-mark:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

:heavy-check-mark:

:x:

*Account Servicer is only available for selected customers. Please contact [email protected] for more information.


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