Connecting a bank to your account
In order to connect a third-party bank to your dashboard, please follow the steps below:
- From the Portfolio page, select My financial accounts.
- On the Financial accounts page, click on the Connect a bank account section.
- 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)
- Confirm your consent.
- Choose or search for your bank.
- Scan the QR code in order to connect your bank with the platform
- Once set up, your transactions
If you cannot locate your bank, they may not be signed up to the Open Banking service.