Open banking bank statements

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Open Banking Coming soon!

This feature hasn't been released yet. When it is, we'll automatically retrieve your client's bank statements for any financial institution they connect to. For now, clients can connect to their financial institution using screen scraping / web connections to:

• Pre-populate their finances (account balances, post tax income, liabilities) instead of declaring from scratch.
• Give you access to an Transaction listing Excel file if you'd like to dig deeper into your clients financials.

When Open Banking is released, and your client opts to connect to a participating Open Banking financial provider in the Bank account entry step, bank statements will automatically be retrieved.

External bank statement collection link

If you requested Bank statements using your external collection link, your client will be shown an additional step prior to documents upload.

By clicking on 'Retrieve', a new browser tab will open redirecting your client to your bank statement collection URL.

Your client has the option to skip this if they don't feel comfortable doing this.