Selecting a bank
After selecting to begin the task you'll then have the option to 'Add Bank.' Please select to add a bank and you'll then have the option to select your bank from a list of supported banks.
Please select your bank and you will then need to confirm you are happy to proceed, and given an overview of what is shared. You'll then be taken to your banks app or website to sign in and choose which account to share a statement for.
When signing into your bank Thirdfort doesn't see this information. All that is shared is a statement for the last 6 months for the accounts you select.
Adding more banks
After selecting all the accounts you wish to share from your bank you'll have the option to return to Thirdfort. After this you can then choose to link another bank, or you can submit the task. Once submitted you cannot return to link more banks.
After submitting the task you'll then have the option to go back to your task list to complete any other tasks.