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Allowing your clients to choose which accounts they share

You can give your clients the option to control which bank accounts they share with you.

Dale Stephens avatar
Written by Dale Stephens
Updated this week

How It Works

  • With this option turned ON


    Your clients can select which accounts to share by removing any they feel are irrelevant. This is useful if your client has access to business accounts, third-party accounts, or others that don’t need to be shared.

  • With this option turned OFF


    Clients cannot remove any accounts. Data from all available accounts will be shared once the request is completed.

Client Experience:

Depending on your setting, your clients will either see buttons allowing them to remove accounts or no such option. Any accounts marked as "No" will be excluded from the file you receive.

If an Account Was Not Shared Accidentally

If your client accidentally excludes an account, simply re-enable the request on your side and ask your client to set that account to "Yes" and click Submit Accounts to resend the data.

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