Overlay
Business Services

Clients' Monies Services

We are pleased to offer Clients’ Monies Service (CMS) to help you manage third party funds efficiently.

We’ve developed the service with the aim of providing you with secure real-time online transactions and the ability to access the service at your own convenience.

Getting started

After we have received your application form we’ll contact you to agree a registration date.  We’ll then send an Activation Code to each of your nominated administrators.

Shortly before you're due to register to CMS, we'll call to check that you're ready to proceed, explain what you need to do next and what help is available to make your start as smooth as possible.

Training

CMS is easy to set up and use. To help you get started we have prepared two user guides. These extensive guides should cover everything you need to know, but if you need more help we're only a phone call away.

Quick start guide

There's a Quick Start Guide available to help you on Day one.

View the Quick Start Guide (PDF, 40KB)

Administration

Setting up user access to CMS is easy, just follow the step-by-step user creation wizard. New users can be given the standard, ready-to-use master roles or you can customise these roles to suit the needs of your business.

View the Administration Guide (PDF, 427KB)

Getting started with CMS

The CMS User Guide will provide you with information on how to use the key features of CMS.

View the CMS User Guide (PDF, 854KB)

Understanding CMS

Helping you get started

See how CMS can help you manage third party funds.

Security

Keeping your clients' money safe and secure is imperative, that’s why CMS is protected by a number of industry-standard technologies.

Secure connection

Logging into CMS requires a combination of passwords and user IDs. For added security CMS will regularly prompt each user to change their password.

CMS will never ask users for a complete set of security details on any web page. We would also never send an email asking for these details or link to a web page asking for such.

User authentication

Logging into CMS requires a combination of passwords and user IDs. Passwords are changed regularly for added security.

Privilege settings

Your nominated administrator(s) is able to set different access levels to users in your business, ensuring confidential information is protected.

Contact us

CMS Helpdesk

Call us: 0345 731 3146

Relay UK: 18001 0345 731 3146

Calls may be recorded.

clientmonieshelpdesk@rbs.co.uk

Anything else we can help you with?

icon-twitter-black Created with Sketch.
icon-visit-us-in-branch-locator-premier-berry Created with Sketch.