You can easily add more Banks or accounts later. This can be done by logging in via:
- Your Invite email or
- Via your Data sharing dashboard.
How to add more Banks or accounts later using your Invite email
Simply select Get started in your Invite email and log in to your existing account.
| # | Step | Example |
| 1 |
Log in Locate your invite email and select Get started. Then select Log in and log in using the same method previously used. |
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| 2 |
Connect more accounts Next, search for your bank to complete your bank's data collection process. |
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| 3 |
Your consent Next, view:
Select your 3, 6 or 12-month consent period, then Yes, continue to bank. |
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| 3 |
Once done, select Share with broker. Then select Done to see your Data sharing. |
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| 4 | Your Data sharing will then show the additional account(s) linked. |
How to add more Banks or accounts later using your Data Sharing dashboard
Simply select Data sharing on the Home page, or use the link included in your Frollo notification emails.
Example connect another Bank:
| # | 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. |
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| 3 |
Your consent Next, view:
Select your 3, 6 or 12-month consent period, then Yes, continue to bank. |
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| 4 |
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. |
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| 5 |
Share with your Trusted Adviser You have successfully connected additional accounts. To share this data with your Trusted Adviser, follow these steps:
Your data sharing has now been updated. Your Financial Adviser will be able to retrieve your data from their secure portal. |
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Example add more accounts from an existing Bank consent:
| # | Step | Example |
| 1 |
Navigate to your Data sharing dashboard and select your active Bank consent. Once selected, click Edit. |
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| 2 |
Edit your consent Next, view:
Select your 3, 6 or 12-month consent period, then Yes, continue to bank. |
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| 3 |
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. |
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Related article: How is client data sharing consent managed?