First things first - check that your Open Banking bank feed is live
As soon as your new Open Banking bank feed is ready, we’ll drop a handy notification (just like the one pictured below) into the Banking area of your FreeAgent account.
1 Select your bank account
Navigate to the ‘Banking’ tab at the top of the screen and select 'Bank Accounts' from the drop down menu.
Choose the bank account which has the feed you wish to disable.
2 Select the 'Switch Bank Feed' button
From your bank account, select the ‘Switch Bank Feed’ button at the top right of the screen.
Please note, this option is currently only available for Barclays BDS feeds and select bank feeds. If you're switching accounts for a different bank, then follow these instructions on how to set up a bank feed.
3 Select Barclays
Choose Barclays from the 'Select your bank’ list.
4 Select the account type
Select the account type that you want to connect (e.g. a current account or business account).
Next, you’ll be taken to your bank’s website to authorise the connection process. You’ll need to have your PINsentry card reader to hand, and then simply follow the prompts given to you by Barclays to complete the connection setup with FreeAgent.
Please note, that when you’re on the Barclays 'Sharing your data' page, you must select ‘Continue’ to complete the connection.
And that’s it! Your connection is complete!
That’s it! You now have a Barclays Open Banking bank feed. Your new feed will automatically import data from your last transaction date, so you won't lose any transactions.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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