• 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.

Lloyds Bank plc. Registered office: 25 Gresham Street, London, EC2V 7HN. Registered in England and Wales no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Authorisation can be checked on the Financial Services Register at www.fca.org.uk under the Firm Registration Number 119278.

We subscribe to The Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk. 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.