My client completed the Frollo process however I don't have access to their completed Open Banking, why?
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Key Takeaways for Brokers:
We're here to help ensure your Clients financial information is shared smoothly with you. |
If your client has completed the Frollo process but you don't have access to review their financial information, here’s what might have happened and what you can do.
Watch this video or refer to the steps below:
1. Check for "Success!" Screen
The most common reason is that your client did not complete the final 'Share with broker' step in their Frollo consent process.
After the final step is completed, a "Success!" screen is displayed. Please ensure they saw this screen after selecting 'Share with broker' and 'Yes, I'm done'.
Tip: To access their account, your client can login to their account by:
- Reusing your unique invite URL (login top left of screen) or
- Selecting 'Complete data sharing' from their invite email. You do not need to send them a new invite.
Example: Share with broker
Have you added all of your bank accounts? [Yes, I'm done]
Success! [Done]
2. Broker Access Time
Once the "Success!" screen appears, you can expect to have access to your client's financial information within your secure platform within a few minutes.
3. Data Sync Error
If your client saw the "Success!" screen and you still don't have access, a Data Holder (bank) data sync error may have occurred.
4. Contact Frollo Support
If you suspect a data sync error, please submit a Support Request to our team.