How do I use Frollo later to add more accounts or change or renew my consent?

Key Takeaways:

  • You can add more accounts later.
  • You can also change your 3, 6 or 12-month consent period (renew data sharing).
  • Use your last Invite email to log in to your Frollo Account.
  • You can connect more accounts and/or change their consent period after signing in.

This makes it easy to manage and add more of your accounts or change your consent period as needed.

When using Frollo, you might want to add more bank accounts to your Frollo Account to share more data with your Trusted Adviser after your initial setup and/or change or renew your data sharing consent period. 

Here's how you can do that:

# Step Example
1

Log in

Locate your last Invite email and select Get started.

Then select Log in and log in using the same method previously used.

2

Connect more accounts

Next, search for your bank and complete your bank's data collection process.

As part of this process nominate your 3, 6 or 12-month consent period.

3 Once done, select Share with broker.
4 Your Data sharing will then show the additional account(s) linked.

 

Related article: How is client data sharing consent managed?

Was this article helpful?

0 out of 1 found this helpful