How do I add more Banks or accounts later?

You can easily add more Banks or accounts later via your Data sharing dashboard.

To access it, simply select Data sharing on the Home page, or use the link included in your Frollo notification emails.

How to add more Banks or accounts later

Example connect another Bank:

Example add more accounts from an existing Bank consent:

#	Step	Example
1	Navigate to your Data sharing dashboard and select Connect a bank.
2	Bank connection Select a bank to connect with 110+ Data Holders (banking brands) available to choose from.
3	Your consent Next, view: Who will collect and use your data. Who your data will be shared with. Supporting parties. Government regulation and CDR policy information. What data will be collected and shared. Select your 3, 6 or 12-month consent period, then Yes, continue to bank. Tips: You can withdraw consent at any time. Data and documents can be refreshed at any time during this period.
4	Bank connection By selecting Yes, continue to bank - you will be directed to your bank's CDR-specific site. Your bank will provide you with a One-Time Passcode (OTP) commonly via SMS or your Banking App. Tip: You may need to open you Banking App to see the notification. Once logged in, you will be guided by your bank to select the accounts that you would like to share data from.	National Australia Bank (NAB) example:
5	Connect more banks You can repeat the process to add more banks. If a failure occurs, you can retry or contact our Support Team via the Help Centre Once done, select: I'm done connecting banks.
6	Share with your Trusted Adviser You have successfully connected additional accounts. To share this data with your Trusted Adviser, follow these steps: Select Done to return to your Data sharing dashboard. Select Share your data and search for your Financial Adviser. Select the newly connected Bank that you would like data from, and select Next. Select how long your data can be accessed and review the consent info. Select Yes, I consent. Your data sharing has now been updated. Your Financial Adviser will be able to retrieve your data from their secure portal.

#	Step	Example
1	Navigate to your Data sharing dashboard and select your active Bank consent. Once selected, click Edit.
2	Edit your consent Next, view: Who will collect and use your data. Who your data will be shared with. Supporting parties. Government regulation and CDR policy information. What data will be collected and shared. Select your 3, 6 or 12-month consent period, then Yes, continue to bank. Tips: You can withdraw consent at any time. Data and documents can be refreshed at any time during this period.
3	Bank connection By selecting Yes, continue to bank - you will be directed to your bank's CDR-specific site. Your bank will provide you with a One-Time Passcode (OTP) commonly via SMS or your Banking App. Tip: You may need to open you Banking App to see the notification. Once logged in, you will be guided by your bank to select the accounts that you would like to share data from.	National Australia Bank (NAB) example:
4	Success! You have successfully connected additional accounts and shared your data with your Financial Adviser. They will be able to retrieve your data from their secure portal.

How to add more Banks or accounts later

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