How to connect your bank to FinBoard, step by step
What you need before you start, what happens on each screen of the Open Banking flow, and what gets synced once the connection is live.
Read full guide →FinBoard with your bank
Connect your bank, broker or exchange to FinBoard: how the flow works, step by step.
FinBoard connects to your bank through Open Banking (via GoCardless), automatically and without you handing us your login details. These guides cover the connection flow itself: what happens at each step, what to do when something fails, and how often your data refreshes.
What to do if your bank is missing or the connection keeps failing
Why some institutions are not available for automatic connection, how to check it, and how to track those accounts in FinBoard anyway.
Read full guide →How often your movements refresh (and why your bank asks you to confirm again)
How bank data refresh works in FinBoard, why Open Banking consent expires, and what to expect when it does.
Read full guide →