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Client money

Simple account solutions for handling client money

Managing your clients’ money is easy with CASS-compliant, API-enabled bank accounts.

  • Open dedicated accounts

    Get a separate account for each client, with unique account numbers to minimise payment errors.

  • Approve clients quickly

    Automate KYC/KYB checks so you can approve the right clients quickly. Learn more about Verify.

  • Simplify reconciliation

    Instantly reconcile client funds with our ledger, or integrate your own solution via API.

  • Earn interest

    Competitive interest rates mean new revenue streams for you and more value for your clients.

Who is this for?

  • Wealthtech and asset managers

    Embed dedicated accounts into your platform’s funding flows, enabling direct deposits to your clients' accounts.

  • Proptech companies

    Streamline your property management services with dedicated client accounts for rent payments, deposits, and more.

  • Solicitors and law firms

    Keep client money segregated in compliance with SRA rules, and ease back-office burdens with simple integration and reconciliation.

Dedicated vs pooled accounts

Get a dedicated bank account for each of your clients, or pool all client funds in a single account - it’s up to you!


    • Individual bank accounts for each of your clients
    • Unique account number and sort code combinations
    • Integrated ledger technology for instant reconciliation and easy reporting


    • One pooled client money account for all client funds
    • Integrates with your existing ledger and accounting systems via API

Join Foundations

Ready to start building your next financial product? Apply to our early access programme.

  • Eligibility

    Are we a good fit? Check out our eligibility criteria.

  • Deposit protection

    Your clients' deposits are protected.