How to Apply

It's easy to apply for a new savings account

Our savings accounts are exclusively available for existing customers. Choose how you'd like to apply for your new account, or read on for helpful information about applying.

Apply online

You can use the Self Service Portal to apply for new savings accounts. With your personal details already stored with us, once your access is set up, you can open a new account in minutes. After you've logged in, click the link under ‘Apply Online’ to take you through to the list of available accounts.

Log in

Apply using the app

If you're registered for Self Service Portal, why not download our mobile app? Set up your account and sign in with just your fingerprint or face ID.

Explore our app

Other ways to apply

If you would prefer to apply by phone, give us a call on 0808 164 5000 Monday to Friday, 9am to 5pm and we will be happy to help you. If you would like to apply by post, including applying to transfer an existing ISA, you can download an application from our Documents page.

Download an application form

Additional information on how to apply

Please read on for more information about applying for an account. If we haven't answered your question, please give us a call on 0808 164 5000 or explore our Help and FAQs page.

To apply for a savings account you need to:

  • be an existing customer of Castle Trust Bank,
  • be aged 18 or older,
  • be a UK resident,
  • have a National Insurance number,
  • have a UK mobile number and a valid email address,
  • have a UK based current account in the name of the account holder(s).

Explore our accounts

Funding your account

The easiest way to fund your savings account is by making a bank transfer. This should be made from your nominated account, using the Sort Code 60-84-08 and your Castle Trust Bank account number (which you will find on your welcome letter and on the Self Service Portal). You can also fund your savings account by sending us a cheque, or by debit card through the Self Service Portal.

Fixed Rate Cash ISAs can also be funded by transferring the cash value of an existing ISA from another ISA Manager.

When you open your account, you will have a 14 day funding window to make your deposit(s) into your account to meet the minimum required balance. For fixed rate accounts, after this time you will not be able to make any further deposits.

We're here to help you get started on the Self Service Portal

Since launching our new Self Service Portal in the summer, many of our customers have already registered to manage their savings online. We have a support area to help you take your first steps to managing your savings online.

Your home may be repossessed if you do not keep up repayments on your mortgage. Loans are subject to status, terms and conditions. This website is for information purposes only. If you are in any doubt regarding suitability of our products please seek advice from an accredited independent mortgage adviser.

Your eligible deposits with Castle Trust Bank are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK’s deposit guarantee scheme. Any deposits you hold above the limit are unlikely to be covered. For further information about the compensation provided by the FSCS, refer to the FSCS website at

Castle Trust Bank means Castle Trust Capital plc, a company incorporated in England and Wales with company number 07454474 and registered office at 10 Norwich Street, London, EC4A 1BD. Castle Trust Capital plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, under reference number 541910.

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