IMPORTANT: Linking/unlinking of accounts can only be done when using the same set of online banking credentials. If you want to add an account belonging to a different set of online banking credentials, see How do I add a bank account via Open Banking?
You may want to stop sharing data of a previously linked bank account or have a new account you want to link to your current consent. Linking/unlinking accounts to a currently active Open Banking consent is simple.
To link an account to an existing Open Banking consent:
-
Navigate to the Wealth area in your portal.
-
Locate the wealth item already linked to Open banking, click on the item and select 'Manage consent'.
- The 'Manage consent' window appears. Click 'Manage account'.
- The manage consent window shows details of your accounts actively being shared. Click 'Renew my consent'.
- The consent window is displayed. Be sure to read through each section of the Consent (especially data requested ) by using the drop down arrows. Click 'I consent'.
- You will now be directed to your financial institution. Click 'Connect'.
- A new browser window will open as part of your banking institution. (Steps may vary depending on your institution)
Enter in your Internet banking client ID and click 'Next'.
-
Enter your password into the field provided and click 'Next'.
- Accounts already shared with the portal are shown as indicated by a checkbox next to the account name.
To add an additional account, select the account using the checkbox and click 'Next'. - A confirmation screen will appear to show you the accounts that will be shared with your client portal. Click 'I confirm'.
- You are directed back to the client portal, where a summary of the accounts you are sharing is shown. Click 'Save & Finish'.
- The client portal shows a message to advise that the data is being carried over from your financial institution. Click OK.
Your dashboard will show the account adding status.
- Once the account has been added, the dashboard will display an 'Accounts added successfully' message and the newly added item/s can be found within the Wealth section.
- At any time, you can renew consent, delete or hide the wealth item as necessary.
To unlink an account from an existing Open Banking consent:
IMPORTANT: If an account is unlinked from an Open Banking Consent, the account and its historical information will remain in your portal for 30 days. After 30 days the item will be permanently deleted. This action cannot be undone.
-
Navigate to the Wealth area in your portal.
-
Locate the wealth item you wish to remove permissions for, click on the item and select 'Manage consent'.
- The 'Manage consent' window appears. Click 'Manage account'.
- The manage consent window appears, and shows you details on what accounts are actively being shared. Click 'Renew my consent'.
- The consent window is displayed. Click 'I consent'.
- You will now be directed to your financial institution. Click 'Connect'.
- A new browser window will open as part of your banking institution.
Enter in your Internet banking client ID and click 'Next'.
-
Enter your password into the field provided and click 'Next'.
-
The accounts already shared with the portal are shown as indicated with a checkbox next to the account name.
Uncheck the box next to the account you wish to remove permissions for and click 'Next'.
- The confirmation screen appears, showing you the accounts that will be kept and/or removed from the portal. Click 'I confirm'.
- You are directed back to the portal, where confirmation on the accounts shared to your portal is displayed. Click 'Save & Finish'.
- The client portal shows a message to advise that the data is being carried over from your financial institution. Click OK.
-
After a few moments, you can visit the Wealth section of your portal.
The unlinked account will remain visible in your portal for 30 days. After 30 days the account and it's historical information will be permanently deleted.