This article will guide you through how to connecting your ASB bank account/s with Solo and how to troubleshoot common connection issues.
ASB uses the official open banking bank feeds for connecting your bank account. Solo connects with ASB via Akahu, a registered open banking provider.
In this article:
Before you connect:
You must be able to access the account/s you want to connect with Solo via the personal ASB mobile app. ASB has a personal mobile app and a business mobile app. Regardless of whether you're connecting a personal or business account, you'll need to login using your personal login credentials rather than your business login credentials. If you can't see your business account when you open your personal app, please call ASB and ask it to be connected (this only takes a minute).
Term deposit, KiwiSaver, managed fund, and FX accounts are unable to be connected.
Connecting via the Solo website
When connecting ASB from the Solo desktop app you will also need your mobile phone. To connect ASB:
Go to Bank feeds in the main menu.
Click Ok, let's go.
Select ASB from the list of available banks. You will now be redirected to Akahu to begin the connection process.
Click Continue.
Click Continue (you will need access to the email address).
Enter the code that was emailed to you.
Enter the mobile number or email that is registered with ASB and click Submit. If that doesn't work, click the Redirect to ASB link.
You will now need to open the ASB mobile app. Do not close the browser window on your other device.
In the ASB mobile app. Tap the notifications icon. Then tap View request.
Tap Accounts.
Select the accounts you want to connect with Solo. Tap Confirm.
Tap Authorise sharing.
On the Solo desktop app, click Continue.
Select the accounts you want to sync transactions for and set the date to begin syncing transactions from. The sync date should be the start of the tax year (1 April) or, if you already have transactions in Solo, the date of your most recent transaction in Solo. Click Connect accounts.
That's it. Your transactions will now be synced with Solo twice daily, first between 11am - 12pm and again between 4-5pm. It can take a minutes for your transactions to first appear in the Income and Expenses pages.
š± Connecting via the Solo mobile app
To connect ASB from the Solo mobile app:
Go to More in the main navigation.
Tap Bank Feed in the menu.
Tap Ok, let's go.
Select ASB from the list of available banks.
Tap Continue.
Tap Continue (you will need access to the email address).
Enter the code that was emailed to you.
Tap Continue. You will be redirected to the ASB mobile app.
Tap Accounts.
Select the accounts you want to connect with Solo. Tap Confirm.
Tap Authorise sharing. You will be redirected back to Solo.
Tap Continue.
Select the accounts you want to sync transactions for and set the date to begin syncing transactions from. The sync date should be the start of the tax year (1 April) or, if you already have transactions in Solo, the date of your most recent transaction in Solo. Tap Connect accounts.
That's it. Your transactions will now be synced with Solo twice daily, first between 11am - 12pm and again between 4-5pm. It can take a minutes for your transactions to first appear in the Income and Expenses screens.
Common issues
The most common connection issues for ASB are due to:
Attempting to login to ASB using a business account rather than your personal account (you must login to your personal account).
Your business bank account not being linked to your personal login. You must be able to access the bank account via your personal ASB login. If you can't see your business account when you open your personal app, please call ASB and ask it to be connected (this only takes a minute).
If you're still unable to connect your ASB account, please reach out us via the in-app chat and we will assist you.