Open your accounts faster using eQ

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Account opening Open in new window

Managing your application Open in new window

Common questions Open in new window

Guides and documents Open in new window

Get help Open in new window

How eQ makes account opening easier

eQ helps make opening and managing accounts easier. You can start applications online, track their progress and reuse key principals information from previous applications when opening additional accounts.

How account opening works

Start your application in eQ.
Add the information we ask for.
Upload your supporting documents.
Save your progress and return to your application later.
Submit your application for review.
Track your application status in eQ.

You’ll be guided through the information and supporting documents needed at each stage of your application.

Managing your application

eQ gives you more control over your account applications, helping you keep track of progress and pick up where you left off.

As you manage your applications, you can:

Save your progress and return to your application later.
Use the progress bar to see how far through your application you are.
Track the status of applications you’ve submitted.
Reuse key principals information from previous applications when opening additional accounts.

Enjoy the convenience of opening accounts online, with our team reviewing your application before your account is opened.

Common questions

How do I get access to eQ account opening?

Contact your Relationship Director, who’ll arrange for account opening to be enabled for the appropriate eQ connection. Once it’s enabled, your eQ system administrator can give access to the relevant users within your organisation.

If your organisation has more than one eQ connection, we’ll make sure it’s enabled on the appropriate one.

Can I save my application and come back to it?

Yes. You can save your progress and return to your application later. You can also use the progress bar to see how far through your application you are.

What information and documents will I need?

eQ will guide you through the information and supporting documents needed for your application. You’ll need to complete the required details and upload the relevant documents before you can submit it.

Can I reuse information from a previous application?

Yes. eQ can store information and documents you’ve provided about shareholders and directors. You can reuse them when completing another application, rather than providing the same details again.

Can I track my application after I’ve submitted it?

Yes. You can check the status of applications you’ve submitted in eQ, so you can keep track of where they are in the account opening process.

Can I edit an application after I’ve submitted it?

No. Once you’ve submitted your application, you won’t be able to make changes while our team reviews it. If you need to update any information, please contact our Onboarding Team at ~ibonboardinghub@rbsint.com.

What happens after I submit my application?

Our team will review your application after you submit it. This gives you the convenience of completing your application online, backed by a review from our team before your account is opened.

Guides and documents

Guides to help you complete your application and understand some of the information we may ask you to provide.

Account opening guidance

This guide highlights common issues to look out for, with guidance on the level of detail you’ll need to provide when completing your application.

eQ account application guidance (PDF, 301 KB)

Tax classification guidance

Use our FATCA and CRS decision trees to help you understand which tax classification may apply to your organisation when completing your application.

FATCA decision tree (PDF, 207 KB)

CRS decision tree (PDF, 203 KB)

Get help with your application

If you need help with your account application, your Relationship Director is your main point of contact. They can help with questions about your application and guide you through the account opening process.

Email our Onboarding team

If you’d prefer to contact our Onboarding Team directly, you can email:

~ibonboardinghub@rbsint.com

They can help with questions about your eQ account application.