Completing Your Tasks

Maddie Smith avatar Bethan Spears avatar Jack Elliott avatar +2
41 articles in this collection
Written by Maddie Smith, Bethan Spears, Jack Elliott and 2 others
Providing Bank Statements

How to move PDF bank statements from your computer to your phone

A quick guide on how to securely move PDF bank statements to your chosen Thirdfort device
Emily Warburton avatar
Written by Emily Warburton
Updated over a week ago

How to connect securely/link to multiple bank accounts via Open Banking

Jack Elliott avatar
Written by Jack Elliott
Updated over a week ago

How to download your bank statements as PDFs using Online Banking

Do you need to upload statements as PDFs or images but not sure how? Here's a quick guide on how to download PDFs using Online Banking.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

How to upload bank statements as PDFs/images

Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

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

A quick explanation of why you might be asked to upload your bank statements as PDFs or images, and why we specifically ask for 6 months.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

What is Open Banking? How does it work?

A quick overview on Open Banking technology, why Thirdfort use it and how it helps you share your financial data securely.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

I don't bank online - what do I do?

No online banking? Don't worry - here's a quick guide on next steps and how to upload your statements an alternative way.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

Linking my bank isn't working - what can I do?

A quick guide on what to do if you are unable to link your bank.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

Help - my bank is not listed for Open Banking when trying to link my bank!

If your bank is not listed when you go to select it in the Bank Linking task, take a read of this short guide on what to do next.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

Which bank account should I link? Which bank statements should I upload?

Which bank statements or bank account should I provide information on?
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

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

What are Anti-Money Laundering checks? Why are AML checks important? Why are these checks so important in the property market?
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

How can I skip the bank linking task? (iOS/Apple iPhone)

Here's a quick guide on how you can do this:
Bethan Spears avatar
Written by Bethan Spears
Updated over a week ago

How can I skip the bank linking task? (Android)

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

Purchasing as part of a shared ownership property? Here's a quick guide on how to fill out the Source of Funds task

Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

I have gone past the skip button but I need to skip/remove the Source of Funds task

Once you see the 'Where's the money coming from' page, here’s how to proceed…
Lauren Ellis-Stretch avatar
Written by Lauren Ellis-Stretch
Updated over a week ago

How to delete sources/make changes to the Source of Funds task?

Part way through the Source of Funds task? Added the wrong source? Here's a quick guide on how to delete and edit added sources
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

Giftor Source of Funds Guide

A guide to completing the Source of Funds task as a Giftor
Jack Elliott avatar
Written by Jack Elliott
Updated over a week ago

I've made an error on Source of Funds task!

Have you made a mistake on the Source of Funds task? Do you need to amend the property price? Never fear! Read on for advice on next steps.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

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

Bethan Spears avatar
Written by Bethan Spears
Updated over a week ago

Gifting money? A quick guide on how to fill out the Source of Funds task as a Giftor.

Are you gifting money into a property transaction? Here's a quick guide on how to fill the Source of Funds task out as a giftor.
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

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

Why do I need to complete the Source of Funds task? What is a Source of Funds check? I am a giftor, is this relevant to me?
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago

How can I skip the Source of Funds task?

A quick overview of why you might be asked to complete this task and who it's relevant for
Maddie Smith avatar
Written by Maddie Smith
Updated over a week ago