Key Takeaways for Brokers:
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When using Open Banking, your Client might need to add more bank accounts to their Frollo Account after their initial setup and/or change their consent period.
Here's how they can do that:
1. Locate the Invite Email
Your Client should find their invite email or re-use your Broker unique link (URL) to sign in to their Frollo Account.
2. Sign In to Their Frollo Account
Your Client should sign in to their Frollo Account using their email and password or Socials login (Google, Facebook or AppleID).
3. Link Additional Accounts and Nominate Consent Period
Once signed in, your Client can complete the flow to link any additional bank accounts needed to share Open Banking Data from. As part of this process they nominate their 3, 6 or 12-month consent period.
Related article: How is client data sharing consent managed?