Let’s get started
A Financial Check-in tailored to you
- It takes 1 minute to fill in the form
- The conversation is tailored to your wishes
- Clear next steps in your inbox

Fill in the form
On the next screen, log in using the QR code. Once you are logged in, your details will already be filled in.
First answer a few quick questions. This helps the Preferred Banking adviser understand exactly what you would like to focus on. You can then schedule your appointment directly in the adviser’s calendar.
We look forward to speaking to you soon!
This Check-in is a special service for Preferred Banking clients
This is indicated by the diamond icon in your app. Not a Preferred Banking client yet? Visit: Become a Preferred Banking client