Enable Open Banking bank feeds on mobile

This article explains how to enable Open Banking bank feeds, including multiple bank feeds from a single bank, on the FreeAgent mobile app.

FreeAgent supports Open Banking bank feeds which connect directly to your bank and bank feeds delivered by third-party providers for non-UK banks. FreeAgent will either match the bank feeds you enable in the mobile app to existing bank accounts in your account or create new bank accounts if required.

Please note:

1. Go to Banking

Tap the ‘Banking’ icon.

Overview screen with Banking icon highlighted

Scroll down and tap 'Connect bank accounts'.

'Connect bank accounts' button highlighted on banking screen.

 

2. Select your bank

You can scroll down the list until you find your bank.

List of banks to connect.

3. Select your service (only for certain banks)

Some banks provide separate bank services for business and personal accounts. If this is the case for your bank, you’ll be asked to choose which bank service you’d like to connect. If your bank doesn't have multiple services, you won't see this step.

IList of bank services.

4. Connect your bank account

As part of the Open Banking Standard, we need you to give your explicit consent every 90 days to connect your bank account to FreeAgent. When it’s time to update, we’ll let you know. Review this authorisation step and tap 'Update your accounts' when you're ready.

Online banking screen.

5. Authorise the connection with your bank

Your bank will prompt you to authorise the connection. Follow the guidance that your bank gives you to complete the setup and select all the bank accounts that you would like to connect to FreeAgent.

6. Review your connection details

You should now see confirmation that your connection has been successful. You'll also be asked to choose a transaction start date, which is the earliest date from which you'd like your bank transactions to be imported.

Tap 'Continue to account' when you're finished. The FreeAgent mobile app will have either matched the bank feeds you enabled to existing bank accounts in your account or it will have created new bank accounts in FreeAgent to correspond to the bank feeds.

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