Articles
Understanding Status Notifications
Know exactly what step your client is up to by understanding their request status. Click on this link to find out more.
Re-Enable a Request
To learn how to re-enable a request so your client can add more banks to their request click here.
Which Banks are Supported
Not all banks are supported for the retrieval of bank statements. To find out what we can get from where please click on this link.
Security Collateral for your Clients
We have developed a short 1-page article that contains 5 key points about the security of your clients' information. Note there is a PDF version for immediate sharing, or you can download a .docx version if you would like to adjust the fonts, layout, or add your logo.