Linking and updating accounts

When adding a new account you are first given a list of the most popular banks. Scroll down the list to find the bank you are looking for. If your bank is not listed here, you can also click 'All Banks' to be given a full list of all available providers.

 

 

 

 

 

 Once you have selected your provider you will be prompted to enter the account type.

 

 

You will then be required to enter the appropriate security details for your chosen provider in order to login to your account. For information on any matters regarding security please see our Security FAQ

 

If the account was successfully added you will be provided with the message displayed below. You are now free to continue to the dashboard to begin using the service.

 

 

 

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