Completing Your Tasks

All tasks are mandatory as they have been set by the organisation that requested your check!

Beth avatar Kim Middleton avatar Ella avatar +2
56 articles in this collection
Written by Beth, Kim Middleton, Ella and 2 others
Open Banking Task

How to revoke Open Banking permission

This guide provides some tips on how to revoke Open Banking permission if you link your bank
Ella avatar
Written by Ella
Updated over a week ago

How to change your default browser to Google Chrome on Android

A step by step guide on how to update your default device browser.
Daniel avatar
Written by Daniel
Updated over a week ago

What happens when I connect to my bank via Open Banking technology?

A break down of what is shared if you opt to connect to your bank!
Daniel avatar
Written by Daniel
Updated over a week ago

What is Open Banking? How does it work?

All you need to know about Open Banking!
Daniel avatar
Written by Daniel
Updated over a week ago

I don't bank online

Don't worry - you can upload your statements instead!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

My bank is not listed

Don't worry - you can upload your statements instead!
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Written by Kim Middleton
Updated over a week ago

How to connect to multiple bank accounts via Open Banking

A step by step guide on what to do next!
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Written by Kim Middleton
Updated over a week ago

I've already connected to my bank - why is the app asking me to upload 6 months of bank statements?

The connection was unsuccessful!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

Which bank account should I connect to? Which statements should I upload?

All you need to know about banking!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

How can I skip the Open Banking task?

Watch our quick video below!
Beth avatar
Written by Beth
Updated over a week ago

Why do I need to provide bank statements as part of my verification check?

It's all to do with anti-money laundering regulations!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

How can I skip the Open Banking task? (Android)

Here's a quick guide on how you can do this:
Beth avatar
Written by Beth
Updated over a week ago
Source of Funds

What does error 400 on the Source of Funds task mean & how can I fix it?

Find a step by step guide below!
Beth avatar
Written by Beth
Updated over a week ago

What is the Source of Funds task? What's it for?

A quick guide to the short questionnaire!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

How to complete the Source of Funds task as a Lendor

Don't worry - you only need to account for the amount you are lending!
Beth avatar
Written by Beth
Updated over a week ago

I'm a shared owner - how do I fill out the Source of Funds task?

Follow our step by step guide below!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

How to successfully complete the Giftor Source of Funds task

A quick guide to completing the Source of Funds task as a Giftor!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

Walk Through Guide: Source of Funds Task

A step by step guide with one of our fantastic agents
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Written by Kim Middleton
Updated over a week ago

How to delete sources from the Source of Funds task?

Here's a quick guide on how to delete and edit added sources
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

How much stamp duty do I enter on the Source of Funds task?

A quick article on what to do next!
Beth avatar
Written by Beth
Updated over a week ago

How can I skip the Source of Funds task?

A quick guide on how to find the "Skip task" option!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

I've made an error/mistake on the Source of Funds task

Read on for advice on next steps!
Kim Middleton avatar
Written by Kim Middleton
Updated over a week ago

I've gone past the skip button but I need to remove the Source of Funds task

Here’s how to proceed…
Beth avatar
Written by Beth
Updated over a week ago