TLDR: To add a bank, select "Add Bank" and choose your bank from the supported list. Confirm to proceed, then sign in via your bank's app or website to share a statement for the last 6 months. Thirdfort only receives the statement, not your login details. You can link multiple banks before submitting the task, but once submitted, you cannot add more banks. After submission, you can return to your task list to complete other tasks.
Adding 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 bank's 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 to 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.