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How to switch your clients to a NatWest, Royal Bank of Scotland or Mettle-funded FreeAgent account

This article explains how you can switch your clients to a NatWest, Royal Bank of Scotland or Mettle-funded account in your practice dashboard.

If your client has a business banking current account with either NatWest, Royal Bank of Scotland or Mettle, you have the option to switch them to a NatWest, Royal Bank of Scotland or Mettle-funded FreeAgent account. This means that their FreeAgent account will be free of charge for your practice, subject to the client retaining their business banking current account.

To switch an eligible client to NatWest/Royal Bank of Scotland/Mettle-funded FreeAgent account, begin by selecting the 'My Clients' tab in your practice dashboard.

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Review the 'RBSG Funding' column. If your client appears as 'Funded', you can switch that client to a NatWest, Royal Bank of Scotland or Mettle-funded account but will need to follow these steps instead.

If you believe you have a client who is eligible but you don’t see the ‘RBSG Funding’ section, continue with the steps below.

First, you’ll need to access the client’s FreeAgent account and ensure that they have entered the correct bank account number and sort code for the corresponding NatWest, Royal Bank of Scotland or Mettle bank account.

If your client is a Mettle bank account holder, make sure that they have enabled the integration between Mettle and FreeAgent first.

Next, enable support access on the client’s FreeAgent account. You’ll then need to send an email to practicesupport@freeagent.com confirming your client’s details.

After this, our practice support team will complete the switching process for you, and the client’s account status will be updated to 'Funded' in your practice dashboard.

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Once the switch has been completed, the next time your client logs in to FreeAgent they will see a message (see below) asking whether they consent to FreeAgent sharing their account data with NatWest/Royal Bank of Scotland/Mettle. Please note that regardless of how they choose to answer this question, their account will have been switched successfully to NatWest, Royal Bank of Scotland or Mettle funding.

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Your client will also notice that the NatWest, Royal Bank of Scotland or Mettle logo is now displayed in their FreeAgent account - alongside the logo of your practice - after you’ve made the switch.

Existing client showing as ‘Eligible’ on your practice dashboard

Next up, begin by clicking on the client's name. Under the ‘NatWest Funding Available’ panel located on the right, select 'Switch to funded'.

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Finally, you’ll be presented with a final 'Yes, I'm sure' button, which you'll need to select to complete the process.

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Once you have pressed 'Yes, I'm sure', the client’s account status will be updated to 'Funded' in your practice dashboard.

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The next time your client logs in to FreeAgent they will see a message (see below) asking whether they consent to FreeAgent sharing their account data with NatWest/Royal Bank of Scotland/Mettle. Please note that regardless of how they answer this question, their account will have been switched successfully to NatWest, Royal Bank of Scotland or Mettle funding.

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Your client will also notice that the NatWest, Royal Bank of Scotland or Mettle logo is displayed in their FreeAgent account - alongside the logo of your practice - after you’ve made the switch.

Commercial insights for clients with NatWest, Royal Bank of Scotland or Mettle-funded accounts

Your clients have been benefiting from our powerful insights functionality for a while now. Insights highlight useful information, issues and opportunities to your clients (like their best and worst paying customers) based on the data in their FreeAgent account.

Our new commercial insights are an extension of this and will allow users to access and use products from trusted partners, right inside FreeAgent. For example, if we spot that your client has recently employed someone but does not appear to have employer’s liability insurance, we might offer an easy way to add insurance directly from the app. Insights can be found within Radar, alongside other useful account information and notifications.

The sole trader clients who you choose to switch to a NatWest, Royal Bank of Scotland or Mettle-funded account will be able to opt in to these messages if they feel they are of interest. The limited company clients who you choose to switch will receive these messages automatically and won’t be able to opt out.

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