• Guidance: exporting beneficiaries from LloydsLink Dial Up to Commercial Banking Online


    We have developed a tool to enable you to manually transfer your beneficiary library to Commercial Banking Online.

    After you have installed the tool in LloydsLink Dial Up, you will be able to create a file containing your beneficiary account library and/or the beneficiary elements of your payment templates. The tool will check that the data is compatible with Commercial Banking Online and create a beneficiary migration file, which you can use to import the data into Commercial Banking Online.

    The LloydsLink Dial Up Commercial Banking Online (CBO) Migration Tool User Guide contains step-by-step instructions on how to use the tool to export your beneficiaries from LloydsLink Dial Up and import them into Commercial Banking Online.

    For your security we will never phone or email you asking you to download software from another site, or for your log in details. If you receive unusual phone calls or emails, or have concerns about any other activity, please contact the LloydsLink Dial Up helpdesk on 0345 900 2061. Lines are open Monday to Friday, 8.00am – 6:00pm, excluding public holidays.

    Need help? Find out more about beneficiaries on Commercial Banking Online.

Important legal information

The products and services outlined on this site may be offered by legal entities from across Lloyds Banking Group, including Lloyds Bank plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc and Lloyds Bank Corporate Markets plc are separate legal entities within the Lloyds Banking Group.

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service. Please note that any data sent via e-mail is not secure and may be read by others.

Lloyds Bank is a trading name of Lloyds Bank plc, Bank of Scotland plc and Lloyds Bank Corporate Markets plc. Lloyds Bank plc. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no.2065. Bank of Scotland plc. Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland no. SC327000. Lloyds Bank Corporate Markets plc. Registered office 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 10399850. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278, 169628 and 763256 respectively.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com

While all reasonable care has been taken to ensure that the information provided is correct, no liability is accepted by Lloyds Bank for any loss or damage caused to any person relying on any statement or omission. This is for information only and should not be relied upon as offering advice for any set of circumstances. Specific advice should always be sought in each instance.