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Connecting Your Bank

Connecting a bank to your account

In order to connect a third-party bank to your dashboard, please follow the steps below:

  1. From the Portfolio page, select Accounts from the menu.
  2. On the Accounts page, click on the Connect a bank account section.

    1-OpenBanking
  3. Decide on whether you would like to connect transactions to a company or a property. (Hint: You may want to choose property if you have multiple properties under one company)
  4. Confirm your consent. 
  5. Choose or search for your bank. 
  6. Scan the QR code in order to connect your bank with the platform
  7. Once set up, your transactions 

If you cannot locate your bank, they may not be signed up to the Open Banking service.

Disconnecting your bank

For whatever reason you need to, you can disconnect your bank from the platform at any time you'd like. You will need to follow the steps below:

  1. From the Portfolio page, select Accounts from the menu.
  2. Under the Connect accounts section, choose the account/bank which you would like to disconnect
  3. Select the three dots option menu
  4. Choose Disconnect

 

The previously synced transactions will remain but you can always remove these from the Transactions section on the dashboard.