In Australia, we use Basiq to securely connect to your bank via Open Banking.
Many business bank accounts require a one-time opt-in to data sharing before connecting.
The opt-in process varies by bank. In many cases this can be done quickly and easily through your online banking portal. Some banks require an offline process.
Opting in involves designating an individual as a Nominated Representative authorised to make Open Banking connections.
If your account is at one of the following banks, follow the link for more details:
Otherwise, please refer to your bank for details on how to complete the opt-in process.
If you are unable to opt-in or unable to connect, please reach out to us at [email protected] for assistance.
For more about Open Banking refer to our Open Banking Help page.