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Open a new savings product

There are three simple steps to opening your savings product with Intelligent Finance. All we need is a completed application and our dedicated savings team will ensure the process goes smoothly.

Once your jar is open you can keep track of your finances with our easy to use online banking service. Here you can pay bills, transfer money between your jars, enhance your plan or just check your balance. Our interactive demo will show you how to be an expert in no time.

What you need to do:

  • Step 1 Fill in the online application. If you're already an Intelligent Finance customer, you can apply online by logging in to your plan and selecting "Enhance Plan"
  • Step 2 We will post you a pack containing a printed application and information about your plan. Check that all the information we send you is correct, sign and date the agreement and send it back to us in the pre-paid envelope
  • Step 3 Once we've received your signed form we will open your new savings jar. Then you're ready to start saving.


 

Need help?

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Already an Intelligent Finance customer?

You can apply for savings online. Just register for online banking first, then log in and select "Enhance Plan".

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