Select Link Bank Account above to log into the Client Portal and access the select the option to Use a new deposit method:
- Log in to Client Portal and select Transfer & Pay > Transfer Funds > Deposit Funds
- Select your currency and click "Link Bank Account via Open Banking" > Use this Method
- Click Connect Account and then Continue when redirected to Plaid
- Select your bank from the list
- Verify the connection by scanning the QR code or clicking the link to your bank's site
- Log in with your bank credentials
- Back in the Client Portal, select your account and click Continue
- Review your details and click Continue to finish
You will see a confirmation message if successful, or an error message if something needs attention.
Availability
Open Banking is available in:
- United Kingdom (GBP only)
- Eurozone (EUR only): Belgium, Estonia, France, Germany, Ireland, Italy, Latvia, Lithuania, Netherlands, Portugal, Spain