Clients who have added their accounts via an
Open Banking
feed will provide consent to share their data with the client portal for up to
12 months. In order for the open banking feed to continue, the client must renew
their consent prior to the expiry date.
The new Open banking consents area allows you to view your client's Open Banking
linked accounts that are due to expire within the next 30 days.
IMPORTANT:
Renewal of consent must be completed by the client prior to expiry in order to avoid deletion, loss of data and discontinuation of feeds
Renewal of consent must be completed by the client prior to expiry in order to avoid deletion, loss of data and discontinuation of feeds
To view Open banking consents:
1. Navigate to Clients > Open banking consents
2. The list will display any open banking consents expiring in the next 30 days, including the following information:
- Client/group name
- Email Address
- Consent Expiration Date
- Financial Institution
- Account Name
- Account Number (represented for security by only the last 4 digits)
3. You will need to discuss this with your client/s to avoid deletion of their account information.