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How to create an external account

Through the open baking platform, we can connect to over 5k banks worldwide. This makes it easier to consolidate all your accounts under one roof. 

To link your external accounts, you will need to click onto the ‘Connect’ option (top right) and follow the steps there. Once an account is connected, you can view data over the last 3 months. Due to the PSD2 regulation, you will be prompted to re-link the accounts every 3 months. 

Note: there is no limitation on the number of external accounts you can connect.

Watch the video below for a step-by-step guidance on how to connect an external account.