How to enable Open Banking bank feeds on the FreeAgent mobile app
This article explains how to enable Open Banking bank feeds, including multiple bank feeds from a single bank, on the FreeAgent mobile app.
Please note that you won't be able to use the FreeAgent mobile app if you have an unincorporated landlord account.
Any changes you make using the FreeAgent mobile app will be reflected in the desktop version of FreeAgent.
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 that this functionality is currently only available on the FreeAgent mobile app and is not yet available on the full desktop version of FreeAgent. You will also need level 6 access or above to enable bank feeds.
From 'Banking' in the FreeAgent mobile app, scroll down and tap 'Connect bank accounts'.
2. Select your bank
You can scroll down the list until you find your bank.
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.
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 re-consent, we’ll let you know. Review this authorisation step and tap 'Connect bank account' when you're ready.
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.
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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