- Which financial institutions are currently supported via Open Banking in the portal?
- Open Banking FAQ
- How do I add a bank account via Open Banking?
- How do I reconnect (migrate) my existing account/s using Open Banking?
- How do I link/unlink an account to/from an existing Open Banking consent?
- How do I delete (withdraw consent) my Open Banking linked account?
- How do I add a portfolio?
- How do I add a superannuation account?
- Wealth categories explained
- How do I add a bank account?
- Updating & adding your property details with our data provider.
- How do I edit a wealth item?
- Troubleshooting error messages when adding wealth items with banking credentials
- How data feeds with Multi-factor Authentication (MFA) work
- Why can’t I find my financial institution on the list?
- My bank accounts don’t seem to have updated. Why?
- Is it normal for my bank accounts to be ‘processing’ for a long time?
- How do I update the login credentials for my bank feeds?