Help with Savings and investments Accounts
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Plan & Invest : FAQs
Find answers to frequently-asked questions about who Plan & Invest is for, and how it works.
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Bereavement
Sorting out someone's bank accounts and finances after they die can seem overwhelming. Our practical guide will help you through this difficult time.
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Manage your business
Find out how to protect your business, make changes to your company’s documents, reactivate a company’s accounts and more.
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How do I change the way I receive Alerts from Smart Investor?
Alerts are messages we will send you via email or text message. These include notice of your monthly fees, upcoming corporate actions and deal alerts.
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Why are you asking me for tax residency details?
All financial institutions are required by regulation to: Establish tax residency, Identify any possible connections and report financial information
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What is the cheque clearing cycle and how long does it take?
Find out how we make sure a cheque will be honoured by the bank it was drawn from and how long it takes.
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How do I set up Direct Debits?
You'll need to ask the company you want to pay to set up the Direct Debit for you, and they'll let Barclays know.
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Terms and conditions
If you’re a business customer, you can find all our terms and conditions for your accounts here.
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SIPP Forms
Barclays SIPP forms for existing Smart Investor customers with a SIPP account.
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Travel wallet Terms and Conditions - September 2020
Travel wallet terms and conditions
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