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Training videos
Wealth
Linking and Unlinking Open Banking Accounts
19 January 2023 03:16
Learn how to Link/ Unlink Open Banking Accounts in your portal
Articles in this section
How to hide / unhide a wealth item
How do I add a wealth item?
How do I edit a wealth item?
How do I adjust ownership of wealth items?
How do I add a bank account?
When and how should I hide or delete a wealth item?
Adding a new account with Open Banking
Migrating / Reconnecting your Open Banking Accounts
Linking and Unlinking Open Banking Accounts