How to Apply

It's easy to apply for a new savings account

Choose how you’d like to apply for your new account, or read on for helpful information about applying.

Apply online

View the accounts we have on offer and use the calculator to find out how much interest you could earn. When you’re ready, choose the account that works for you and apply online.

View accounts and apply

Apply with the Self Service Portal

Log in to the Self Service Portal and apply for 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 to apply

Apply using the app

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

Explore our app

Other ways to apply - for existing customers

Our Fixed Rate Savers and Fixed Rate Cash ISAs are exclusively available to existing customers and can be applied for online, by phone or by post. 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 form from our Documents page.

ISA Transfers update

We're now able to accept cash ISA Transfers on both our Fixed Rate e-Cash ISAs, and Fixed Rate Cash ISAs. For both types of account, you'll need to download a Transfer Form from our Documents section, complete it and send that into us separately.

Download an ISA Transfer 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 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).

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), and your full name as the payee.

Transfer your existing Cash ISAs
You can transfer your existing Cash ISAs into our Fixed Rate Cash ISA and Fixed Rate e-Cash ISA accounts. Transferring is simple, read on to find out more.

Fixed Rate e-Saver and Fixed Rate e-Cash ISA accounts

Fixed Rate e-Saver and Fixed Rate e-Cash ISA accounts can be funded by transfer from your nominated account, or from an existing eligible Castle Trust Bank account via the Self Service Portal. Fixed Rate e-Cash ISAs can also be funded by transferring existing Cash ISAs held with other providers. If transferring from your nominated account you should use Sort Code 60-84-08, your Castle Trust Bank account number (which you will find on your welcome letter and on the Self Service Portal), and your full name as the payee.

Fixed Rate Saver and Fixed Rate Cash ISA accounts

Using your nominated account, you can make a bank transfer into your savings 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), and your full name as the payee. Fixed Rate Cash ISAs can be funded by transferring existing Cash ISAs held with other providers. You can also transfer money from an existing eligible Castle Trust Bank account through the Self Service Portal.

You can fund your account by cheque. Make your cheque payable to ‘Castle Trust Bank’, write your name and account number on the back and post it to Castle Trust Bank, PO Box 6965, Basingstoke, Hampshire RG24 4XE. We will credit funds to your account the next working day after we receive your cheque.

Transfer an ISA in from another provider

To transfer funds from an ISA with another provider, complete an ISA Transfer Form, available to download from the Documents page, and return it to us. We will contact the other fund manager and arrange the transfer to your Castle Trust Bank account.

Learn more about transferring your ISA with our Guide > Transferring Your ISA Guide

Applying as a Power of Attorney

Accounts can be opened by a Power of Attorney on behalf of another person. The application should be made in the donor’s name, and the attorney should then contact us to provide the relevant legal documentation (if a first account is being opened), or to have the previously submitted documentation applied to the new account (if accounts have been opened with us previously).

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

All of our accounts can be managed online through our Self Service Portal and the app. We have a support area to help you take your first steps to managing your savings online.

Mortgages
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.

Savings
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 fscs.org.uk.

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.

© 2021 Castle Trust Bank. All rights reserved.