Skip to main content

Managing my account

    Can I withdraw money early?

    It depends on the type of account. A fixed term account means you can't withdraw your money until the end of that fixed term. A notice account requires you to give an agreed period of notice prior to withdrawing funds. 

    Make sure you understand your product terms and conditions for the specific terms of your account before you apply. If you need any assistance, please don't hesitate to get in touch with our Customer Services team.

    Call us on: 020 3857 3050
    Lines are open 9am - 5pm, Monday to Friday (excluding UK bank holidays)

    Alternatively email us at: savings@closebrothers.com

    How do I top-up my account?

    If your account is eligible for top-ups, you can make payments by electronic transfer, using the details below.

    Account name: Close Brothers Ltd
    Sort Code: 16-51-87
    Account no.: Your Close Brothers Savings account number (if known) or 00000000
    Reference: your surname and postcode

    Our clearing bank partner is Royal Bank of Scotland (RBS), so this may show as the payee name.

    To find out if your account is eligible for top-ups, please refer to your product terms and conditions.
     

     

    How do I give notice to withdraw money?

    If the account you've chosen allows withdrawals, all you need to do is instruct us via your online banking portal, by phone or post.

    How do I give an instruction?

    You can instruct us easily via your online banking portal, by phone or post.

    What happens when my account reaches maturity?

    When your fixed term reaches the end of the term, we'll write to you at least 14 days before the maturity date to clarify your options.

    • If you are provided with an option to reinvest your maturing funds and you wish to do so, you'll need to instruct us. You can call us up to one day before the account matures to accept your instruction and we'll send you confirmation of your reinvestment.
    • If you are provided with an option to reinvest your maturing funds but you wish for your funds to be repaid to you, there's nothing you need to do. We'll close the account and pay the funds into your nominated bank account on the day of maturity.

    Will my details be deleted when my account is closed?

    To comply with the General Data Protection Regulation (GDPR), we retain your personal data for seven years following the end of our relationship with you, unless we are required by law to keep it for a longer period of time.

    We are committed to protecting the confidentiality of our customers' information. You can find further information about how and why we use your personal data and the rights that you have in relation to your data in our privacy booklet.

    Will I receive statements?

    Our personal customers receive an annual certificate of interest after the new tax year

    What will I need when I call you?

    It's useful to have your account details or any other reference you may have from us. We'll ask you a series of security questions based on your account or the personal information you provided when your account was set up.