User can restrict accounts shared?
With this option turned ON, your clients can choose which accounts they share with you i.e. they can leave out any accounts they think are not relevant. This can be handy where your client may have access to business bank, 3rd party accounts or others, that do not need to be shared.
With this option turned OFF your clients are not able to remove any accounts from the statement request. Data for all available accounts will be retrieved once the request is submitted by your client.
Client View
Depending on your choice, your clients will either have buttons to remove accounts or not. Any accounts set to No, are not included in your download file.
If your client has not shared an account with you accidentally, just re-enable the request and ask your client to set the account to Yes then click on the submit accounts button.
