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Existing customers

Manage your signatories

Add or remove an account holder online

Before you apply online you need to know..

Adding an account holder to your account will mean your account will now function as a 'joint account'. Removing an account holder from your account will mean your account will now function as a 'sole account'. 

What will be required from you and the party you want to add or remove from your account?

  • Proof of identity is required from both parties. Forms of identification accepted online will be a valid driving licence, passport, European ID or Biometric Residence Permit along with a selfie photo from the front and side profile. 
  • If the person you are adding to your account is already a Royal Bank of Scotland customer they will only need to upload 1 photo ID along with a selfie from the front and side profile. If they do NOT hold a Royal Bank of Scotland account they will need to provide 2 forms of ID, proof of address and also a selfie photo from the front and the side profile.
  • To remove a person from your account you will both need to provide consent and 1 form of ID along with a selfie from the front and side profile.
  • The added or removed party will then be invited to complete the application through our online form, which will be sent to them via email.
  • If the account you are looking to add a party to is already a joint account, you will be unable to use the online service. To process this request we will need you to visit your local branch.
  • If the account you are looking to remove a party has more than 2 account holders, you will be unable to use the online service. To process this request we will need you to visit your local branch.

Please be aware, once you have completed the online process the account holder and the party being added or removed from the account will receive a confirmation email from 'noreply@digidocs.rbs.co.uk'

Add or remove a third party card holder online

Before you apply online you need to know..

If the person you are adding or removing from your account is already a Royal Bank of Scotland customer: You will only need to send in one form of photo identification with a selfie of the front and side profile. This is needed for both you and the party you are adding to the account

If the person you are adding or removing from your account is not already a Royal Bank of Scotland customer: You will need to send in two forms of identification. One being photo identification of yourself and the person you are adding to the account and one being proof of address. You only need to send in proof of address of the customer you are adding to the account. As well as a selfie photograph of the front and side profile from yourself and the person you are adding to the account.

To complete this online process we will need you to download our pdf form and email us the relevent information. You’ll need to download Adobe Acrobat Reader (free download) to view the form. Images sent in must be 20MB max size of email with attachments.  PDF JPEG and PNG documents only. 

If the account you are looking to remove a party from has three or more account holders including yourself, you will not be able to use our online process at this time.

Add a Court of Protection/Scottish Financial Guardianship to my account online

To complete either of these processes online we will need you to download our pdf form and email us the relevent information. You’ll need to download Adobe Acrobat Reader (free download) to view the form. Images sent in must be 20MB max size of email with attachments.  PDF JPEG and PNG documents only. 

Before you apply online you need to know..

Help completing the forms

Tips for signing the mandate form

Tips to download the mandate form

Tips if you see an error message

Protecting against financial abuse

Financial abuse (also referred to as economic abuse) can take a variety of different forms. It might be financial control, exploitation or sabotage. It can happen in a range of different relationships, for instance, with partners, family members, or carers. Financial abuse could happen to anyone.If you think you have been affected by financial abuse, we can offer support.

Frequently asked questions

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