How we can support you in setting up Third-Party access to your Bank Account
Formal third-party access is a great option when you need help managing your finances.
Whether it’s because of a serious health issue, a change in decision-making abilities or just planning ahead, formal third-party access lets someone you trust help manage your account. Formal access is based on a legal document, like a Power of Attorney.
Not sure which type of formal access is right for you?
If you aren’t sure what type of access might be right for you, you can read more about formal and informal account access on our blog.
There are a range of third-party options to consider, including Lasting Power of Attorney and Deputy Court Order. Citizens Advice has a lot of helpful information to help guide your decision. Each part of the UK has its own legal documents, so make sure you consider the rules where you live.
Make the best choice you can, both for now and the future. But don’t worry if things change — you can always switch it up later.
Getting set up
If you've already arranged the legal documents for third-party access, you or the third party can set up access by filling out our form. Our Life Events team will review your info and get everything set up. They can answer any questions by email at lifeevents@monzo.com.
Further support
The office of the Public Guardian (OPG) helps people in England, Wales and Scotland manage decisions about their health and finances and make crucial decisions for those who can’t make them independently.
Check out our ❤️ Signposting page for a range of charities and organisations that can give advice.
