This is what happened!
You have selected the bank you want to link from the List of Service Providers
You have progressed successfully through the bank linking process where you confirm how long you give consent, which accounts you give consent for, etc.
You have been redirected to your bank to confirm your consent.
However, you could not find the specific accounts that you want to link
Did you know
When linking your bank accounts we connect you to your bank directly to confirm that you are ok to share your transactions.
It is your bank that presents you with the login screens that allow you to connect and share your bank data.
Not all bank account types are available to data-share via the Open Banking solution.
Often, problems at this stage of the bank account linking process are due to the bank.
Here are a few tips to help you resolve your issue:
1. Are you trying to connect a joint account? You will need to check if your bank support joint accounts?
Not every bank supports sharing a joint account (most do).
Currently, here are the biggest banks that do NOT a joint account:
HSBC
Ubank (the original Ubank)
Teachers Mutual Bank
If you have one of these accounts, you will need to connect to our platform through the Yodlee screen-scraping option.
2. Are you trying to connect a business account? For example: SMSF, Company Trust, Company account
Not every bank supports sharing complex account structures.
You need to search for your bank and see what they can offer.
These are the steps to do this:
Go to google
Search “<Your bank name> Set up a data sharing delegate” For example “CBA Set up a data sharing delegate”
Read through which accounts are able to be shared.
3. Log into your banking app or web login
Open your banking app (or log in via the web portal) and search for the data sharing menu
Find the data sharing menu
View the accounts available to share
IF you account is not visible contact your bank’s support
request information regarding you account availability
IF your account is visible, however, it is not available in Frollo
raise a support ticket with us
Still having a problem? Here are some options:
Option 1: Find the Yodlee screen scrapping equivalent for your bank
Start tracking your joint account right now
You will need to enter your username and password to be able to connect.
It will not be as fast to sync your account information compared to open banking
Option 2: Add the account manually
Start tracking your joint account right now
You will need to update the account manually with every account change. This will include updating balances every-time there is a change
Option 3: Wait till your bank support joint accounts
Contact your bank for more information
This can take 1-6 months to get onto our platform
If your issue is still not resolved
According to our analysis, this is a bank-related problem that cannot be fixed at our end.
To learn more about the problem you are having, kindly get in touch with your bank's support staff. Below is a selection of well-known banking providers along with links to their contact information and support materials.
The following message can be sent to the bank to bring the problem to their attention and get it resolved.
Contact your bank with the message below
"I'm attempting to grant access to my financial information by confirming my consent to share CDR data. However, despite numerous attempts, my CONSENT request keeps failing and the error is at your end. Please conduct an investigation.”
We suggest you provide the error code or screenshot of the error you are experiencing when reporting this to the bank.
Raise a ticket for further support
Whilst we may not be able to help you with the problem you are experiencing, we can help you direct the problem to your bank and provide details to share with them to help get this resolved.