How do I update the login details for my bank account?

If your online banking login details have changed you can update the new security credentials on Money Dashboard by following the instructions below:

Full website

  •  Click Manage beside My Accounts on the left hand side
  •  You will be taken to the Manage Accounts screen
  •  Identify the correct provider and account type and click Update Credentials
  •  You should now be taken to the credentials form for that provider


NB: If you do not see the Update Credentials text, please ensure the add/refresh progress bar, which will be at the top of the page, is closed by clicking OK.

App/Mobile

  •  Select Accounts from the main page
  •  Identify the correct provider and tap to expand
  •  Tap on Update Credentials
  •  You should now be taken to the credentials form for that provider


NB: If you do not see the Update Credentials text, please ensure the add/refresh progress bar, which will be at the top of the page if present, is closed by tapping OK.

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