This article provides detailed information for switching existing connected Barclays accounts to Open Banking on the web application (Desktop) and mobile application (iOS/Android).
We would highly recommend you switch to Open Banking for existing connected accounts if they are applicable to do so. You can read more about why it is useful here.
We are gradually offering users the option to switch in a controlled phased roll-out to ensure there are no issues. If you are not yet seeing the ‘Switch to Open Banking’ button for your connected accounts, please bear with us as we work to bring this to all our Barclays connected users.
1. Known issue when trying to switch my Barclays accounts to Open Banking
2. Types of Barclays accounts supported for switching to Open Banking
3. Switching to Open Banking for supported Barclays accounts (Desktop)
4. Switching to Open Banking for supported Barclays accounts (iOS/Android)
Known issue when trying to switch my Barclays accounts to Open Banking
Why is this happening?
If you are experiencing problems when migrating your Barclays accounts to the new Open Bank API connection, this is due to Barclays requiring the connection to be done via the PINSentry login method.
However, we are finding that if users have set their default login option at the main Barclays site to always connect with the Passcode/Memorable Word login, then when trying to connect via Open Banking, the Barclays site is defaulting to the Memorable Word/Passcode flow and returning an error instead.
How do I fix it?
To correct this issue, please go to the main Barclays site and amend the default login method to PINSentry before trying to migrate to Open Banking again on Money Dashboard Classic. Please get in touch if you are still unable to connect after trying this.
Types of Barclays accounts supported for switching to Open Banking
Currently, you will see a “Switch to Open Banking” button for all your connected accounts, however, at this time only Barclays current accounts and some cash savings accounts can be migrated to Open Banking API connection. ISAs and certain other types of savings accounts cannot.
Switching to Open Banking for supported Barclays accounts (Desktop)
Step 1. Navigating to the accounts page
- If you are in full screen mode you will see the Accounts tab on the top ribbon of your main dashboard.
- If you are on a smaller view you will see
in the top left hand corner. - Click on it and select Accounts from the drop down menu.
- For both views you will now be in the accounts page.
Step 2. Switching to Open Banking
- Next to your Barclays accounts you will see ‘Switch to Open Banking’
- Click on ‘Switch to Open Banking’
- Please make sure you have checked if your account is eligible to switch here.
- Please follow the prompts on the Barclays page
Switching to Open Banking for supported Barclays accounts (iOS/Android)
Step 1. Navigating to the accounts page
- On your main dashboard tap on Accounts in the bottom ribbon
- You will then be taken to the page showing you all your available accounts
Step 2. Switching to Open Banking
- Tap on the account you want to switch
- Select ‘Migrate Account’ from the menu
- Please make sure you have checked if your account is eligible to switch here.
- Please follow the prompts on Barclays page
FAQs for Open Banking
I’m seeing two versions of the same account after switching to Open Banking
There are duplicates on my account when I switched to Open Banking
I can see a "switch to Open Banking" button but I can't find the account on my banks site