All client details below are required. They appear on the client’s profile page.
| Username | Name | Password | Balance | Account No. |
|---|
CASH FLOW
QUICK POSITION
Income and spending from the latest posted activity.
To add funds to your account, make a bank transfer using the transfer details below. Funds will appear once the transfer is received and processed.
Wire transfer
International transfer
Transaction history
| Transaction | Date | Type | Amount |
|---|
Account details
Transfer details
Transaction history
Review incoming and outgoing activity on your account.
All transactions
Filter by period, type and amount, then export or raise a dispute on a selected row.
| Description | Date | Type | Amount |
|---|
Request centre
Send a request to the account team and follow its status.
New account request
Submit a transaction enquiry, statement request or account service question. Requests are stored for the administrator to review.
Your submitted requests
My balances
A clear view of the balances recorded for your profile.
Balance information
This interface displays the balance recorded on your Apex Bank account.
Checking account
Your everyday account details and account activity.
Account details
Recent account activity
My payments
Review payment activity and start a new payment request.
Payment activity
| Payment | Date | Direction | Amount |
|---|
Transfer requests
My investments
Investment account overview and portfolio information.
Explore investment services
View your holdings, performance, and investment details here once an investment account is linked.
Statements
Print your bank statement or save it as a PDF using your browser’s print dialog.
Account holder
All recorded activity
Account summary for your records.
Cards
Manage your debit card controls and limits.
Card controls
Bill payments
Pay utilities, telecoms and other registered billers.
Standing orders
Set up recurring transfers on a schedule.
Savings
Set aside money into a savings pot from your current account.
Forex exchange
Convert between major currencies using indicative mid-market rates.
Currency converter
Exchanges debit your EUR current account at the indicative rate. Rates are for illustration only.
Direct debits
View and manage automatic collection mandates on your account.
Add mandate
Loans
Review outstanding credit and make a repayment from your current account.
Beneficiaries
Save trusted recipients for faster transfers.
Notifications
Your inbox and alert preferences.
Spending insights
Breakdown of recorded debits by category.
Help & support
Get help with account access, payments and account information.
Message your account team
Send a secure-style support request through the request centre.
Track a request
Review the status of enquiries and service requests submitted from this account.
About this portal
Apex Bank client portal. Contact support for account assistance.
Chargebacks & refunds
Open a chargeback or refund request against a posted payment. Your account team reviews it before any balance change.
New dispute
Your disputes
Investigations
Report unauthorised activity. Cases stay on your profile for the account team.
Open a case
Open cases
Action history
A local record of what you did in this browser session and previous visits on this device.
Assets & accounts
Checking, savings, card and loan positions on one screen.
Compliance & AML
How this portal treats identity, sanctions screening and unusual activity. This is a client notice, not a regulated filing.
What we check
Payments can be paused when a beneficiary, country or pattern needs a manual review. You may be asked for the purpose of a transfer or updated identity details before a wire is released.
- Name and account match on outgoing wires
- Unusual size versus your recent activity
- Card payments you mark as unrecognised
Your acknowledgement
Confirm you will not use the account for third-party money movement you cannot explain.
Analytics & reporting
A wider view of credits and debits. Export the same rows from Transaction history.