Current Account Switch – A Faster, Smarter Way to Move Client Banking

Switch your client’s existing bank account into Monika in 7 working days, with minimal administrate work from your team.

All direct debits and standing orders are transferred automatically, giving you full visibility and control from within the platform.

Upon a successful switch an automatic payment redirection put in place. This ensures any payments sent to the old account are instantly forwarded to the new Monika account. This gives organisations like the DWP time to update their records without disrupting your client’s income.

If a client has multiple bank accounts across different providers, Monika can seamlessly sweep them all into one centralised client account.

This feature delivers significant time and cost savings for COP teams and Deputies. There’s no need to chase banks for Court Order or LPA acknowledgements, Monika handles the heavy lifting.

Accessing a client’s account is as simple as raising a current account switch request. In many cases, you won’t need to contact the old bank at all.