Update a Mettle bank feed
This article explains why Open Banking bank feeds require fresh consent to be provided every 90 days and how to update your Mettle bank feed connection.
To make sure your Open Banking bank feed is kept active, you’ll need to provide fresh consent every 90 days as part of the Open Banking standard.
Updating your bank feed every 90 days ensures that your account is secure and that you’re in control of the apps that access your banking data.
You can update your Mettle feed within FreeAgent or you can update your bank feed via the Mettle app.
How to update within FreeAgent
To update your Mettle bank feed from within FreeAgent, navigate to the 'Banking' tab at the top of the screen, select 'Bank Accounts' from the drop-down menu and select the Mettle bank account from the list.
FreeAgent will display an ‘Expiring soon’ warning in the 'Bank Connection' box on the right-hand side of the screen 10 days before a bank feed is due to expire. When this alert appears, select 'Update connection'.
To begin the update process, select 'Continue’.
Review the bank account listed and select 'Update your accounts' to complete the process.
Afterwards, you’ll be taken back to your FreeAgent account and your bank feed will function as normal for the next 90 days, after which you’ll need to update it again.
How to update via the Mettle app
Please note that you will still receive an alert in the Mettle app that will let you know when you need to renew the consent. To update via the Mettle app, open the Mettle app, tap 'Connections' on the account screen, choose 'FreeAgent' and select 'Refresh Consent'.
What happens if I don’t update my bank feed in time?
Should the consent expire, then the connection will be removed and you will need to enable the bank feed again by following these steps.
When going through the enablement process on Mettle, select ‘Yes’ to ‘Have you previously uploaded transactions into FreeAgent?’. This will allow you to select a specific date for Mettle to send transactions through to your bank account in FreeAgent.