Account administration and settings
..
58 articles
- How to reset your passcodeGet back into your Mettle profile using video identity checks. Follow these steps to confirm who you are and reset your passcode on the mobile app.
- As the second director of a company, why can't I log in to the Mettle account?Why additional company leaders or partners cannot sign in to an existing profile. Explains owner rules and Companies House links.
- Can I access Mettle on the web without my phone?
- Can I access my account on multiple devices?
- Can I access my account using a desktop or laptop?
- How can I manage my devices?
- How can I manage my web sessions?
- How do I log in on my new device?Log in on on another smartphone. Use a secure video check to sign in.
- How to log in to Mettle on the webSign in to your business account from a browser. Access your dashboard on a computer to manage money and view transactions online.
- How do I scan a QR code with my phone?
- What happens if I remove a device?
- What happens if I remove a web session?
- What happens if I select ‘Trust this device for 7 days’ when I login to Mettle on the Web?
- Why do I get a "network error" message when trying to log in?
- Which operating systems and devices can I use?
- What is Mettle on the web?
- Does the Mettle App work on a jailbroken iPhone or rooted Android device?
- What is Strong Customer Authentication?
- How to sign in on more than one deviceAccess your business bank account from another phone or tablet. Use secure facial recognition to log in and sync your banking data.
- Is sharing my information in open banking safe?
- Is sharing my information using open banking secure?
- How to give consent to third parties for open bankingHow to allow external apps to see your transaction history. Manage permissions for financial providers and approve data sharing in the app.
- Do I have to use open banking?
- How do I stop sharing my information in open banking?
- How do I see my open banking connections in my app?
- Is there a payment limit in open banking?
- How do I sign up for Open Banking?
- What is a third party provider?
- How do I update my personal or business details?
- Can I change my personal and business details on Mettle on the web?
- What to do if your business dissolvesLearn about company liquidation, account closures, and asset transfers. Find out how to handle leftover funds or fix an error.
- What is an Active Proposal to Strike Off?
- How to change your account or business detailsModify your email address, mobile number, or home address. Edit profile settings and update registered data in the app.
- How to change your business from sole trader to limited companyLearn about switching business types, updating your account name, and how tax rules change when you move to a limited company.
- How to change the name on your accountProvide proof of identity to update your personal details. Learn which documentation we accept to edit your profile and get a new card.
- How to add VAT to your invoicesLearn how to include tax on your bills. Find out where to enter your registration number and what to do if you are not registered.
- What happens if you close your businessLearn the steps Mettle takes when your company closes at Companies House. Find out about the 60-day account window and how to request an early closure.
- How to update your business name or trading addressEdit your company details or modify your office location. Follow these steps to change your registration info inside the app settings.
- How to update your email addressChange your login details. Edit your contact info or profile. Swap your primary account mailbox to stay up to date.
- How do I access my statements?Get your transaction history or account records. Find out how to export financial reports or get paper copies by email.
- How do I see my annual interest statement?
- Can I download the current month's statement during the month?
- How do I get a letter confirming a payment sent from my account?
- How do I see my balance on Mettle on the web?
- Where do I find my account number and sort code?
- Where can I find my PIN?
- How to view and download your statementsAccess monthly digital records and export transaction history. Find PDF files and account summaries in the app.
- How to export your transactionsDownload bank statements, transaction history, or account activity in CSV, Excel, or OFX format. Fix export errors.
- How to find your statements and account lettersView monthly balance records or download a bank verification document. Export your transaction history from the app settings.
- How to download a payment confirmation letterGet proof of a single transaction. Export a PDF receipt for your business records to verify money sent.
Business entity change
Guide on changing your business entity with Mettle
- Why have I been asked to change to a limited company account?
- How do I change my account type to a limited company?
- What will happen if I don’t change my account type to a limited company?
- What should I do if I think I still require a sole trader account?
- If I change my Mettle account type from sole trader to limited company, how do I connect to FreeAgent?