How do I add more Banks or accounts later?

You can easily add more Banks or accounts later. This can be done by logging in via:

  1. Your Invite email or 
  2. 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.

2

Connect more accounts

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

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. 

3

Once done, select Share with broker.

Then select Done to see your Data sharing.

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.

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. 

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.

5

Share with your Mortgage Broker

You have successfully connected additional accounts. 

To share this data with your Broker, follow these steps:

  1. Select Done to return to your Data sharing dashboard.
  2. Select Share your data and search for your Broker.
  3. Select the newly connected Bank that you would like data from, and select Next.
  4. Select how long your data can be accessed and review the consent info.
  5. Select Yes, I consent.

Your data sharing has now been updated. Your broker will be able to retrieve your data from their secure portal.

 

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.

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. 

3

Success!

You have successfully connected additional accounts and shared your data with your Broker.

They will be able to retrieve your data from their secure portal.

 

Related article: How is client data sharing consent managed?

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