Our new Bank Verification product instantly validates sort codes and account numbers of businesses and individuals at registration, ensuring accurate and secure transactions.


Before you start, please ensure you have the following details:

  • Company or Individual Name
  • Account Number
  • Sort Code

You can also include a secondary reference (supplied via a bank or building society) or your own internal reference.


To start, go to the left-hand menu and select Bank Verification from the Bank Verification dropdown.



Enter the information you have and click ‘Search’ to run the check.


Results


Once the search has been performed, you will be directed to the results page which will provide the searched details (including any references & search date) as well as the results of the check. The potential results of the check are as follows:

  • Full Match (green tick)
  • Close Match (green tick)
  • No Match (red cross)


The full list of matches including descriptions are listed below:


Match Type

Description

Full Match

The account name provided is a match.

No Match Found

The account name provided is not the same as the name held on the Account.

Partial Match

The account name provided is not the same as the name held on the Account. It's a close match.

Full Match - Business Account not Personal

The account name provided is a match but the account is a Business Account not a Personal one.

Full Match - Personal Account not Business

The account name provided is a match but the account is a Personal Account not a Business one.

Partial Match - Business Account not Personal

This is a Business Account not a Personal one. The account name provided is not the same, it's a close match.

Partial Match - Personal Account not Business

This is a Personal Account not a Business one. The account name provided is not the same, it's a close match.

Account Number Not Found

The account details supplied do not exist. Please check details with recipient.

Reference Not Found

The secondary reference details supplied were not found. Please check details with recipient.

Account Does Not Support CoP Check

Unable to check the name as the type of account is not supported for CoP checks.

Match Unavailable - Customer Opted Out

Unable to check the name as the account holder has opted out of the CoP scheme.

Match Unavailable - Account Switched using CASS

The Account has been switched, please contact the recipient for updated Account details.

Sort Code Not Found

This is returned if we cannot find the sort code in the directory to route to the right bank.


History

A record of all searches that have been carried out are available to view via the History button on the search page via the blue button).



Reports can be generated by searching between specific dates, company/individual name or reference. 


You can also download the report as a .csv file using the "Download Standard Format Report (.csv)" button at the bottom of the results on the left. There is also functionality to update your reference or view any previously run reports using the ‘Save’ or ‘View’ buttons.



History Results


On the list of previously run reports, clicking on ‘View’ will direct you to your report. 


Please note the Bank Account and Sort Code details are replaced with editable fields. Due to Creditsafe’s security procedures, we do not store both Account Numbers or Sort Codes but allow you to enter previously searched details. 


After re-entering the Bank Account Number and Sort Code, you can use the ‘Verify Sort Code & Account Number’ button to re-verify details. Based on the input details, you will get one of the following results:

  • Verified
  • Not Verified

Verified means that the details you have entered match the input details when the original search was conducted. However, if they do not match, you will be presented with a Not Verified.