As you begin adding your banking items using Open Banking, you may want to keep track of your consent details and the links each consent contains. You can view this information through the client portal, or via your financial institution's website.
To view Open Banking consent information within the client portal:
- Navigate to 'Net worth' from the menu on the left of your portal.
- In the Net worth area, locate and click on the wealth item already linked to Open banking.
- The wealth item's details open. Click 'Manage consent'.
- The Manage Consent window opens. Accounts that have been linked to the consent are shown.
- To view a copy of your consent confirmation, click 'View your consent confirmation'.
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The consent confirmation will download as a PDF link within your web browser.
NOTE: You can also retrieve your consent information by logging in to your financial institution's website.