Bank Statements

Share Bank Statements

• What is Open Banking?
• Why do I need to share my bank statements?
• How do I start the Share Bank Statements task?
• How do I add my banks?

Upload Bank Statements

• How do I start the Upload Bank Statement task?
• How do I manually upload bank statements?
• How do I submit my Bank Statements?

Troubleshooting

• What can I do if I don't bank online?
• What should I do if I have less than 6 months of statements?
• My connection was unsuccessful

Tips & Tricks

• Which banks can I link to Thirdfort?
• Whose bank statements do I need to provide?