This is what happened!
You have selected the bank you want to link from the List of Service Providers
You have progressed successfully through the bank linking process where you confirm how long you give consent, which accounts you give consent for, etc.
You have been redirected to your bank to confirm your consent. You are presented with your bank and the accounts that you want to link
You could not see or are not able to select your joint account
Did you know
When linking your bank accounts we connect you to your bank directly to confirm that you are ok to share your transactions.
It is your bank that presents you with the login screens that allow you to connect and share your bank data.
Often, problems at this stage of the bank account linking process are due to the bank.
Here are a few tips to help you resolve your issue:
1. Does your bank support joint accounts?
Not every bank supports sharing a joint account (most do).
Currently, here are the biggest banks that do NOT a joint account:
HSBC
Ubank (the original Ubank)
Teachers Mutual Bank
If you have one of these accounts, you will need to connect to our platform through the Yodlee screen-scraping option.
Still having a problem? Here are some options:
Option 1: Find the Yodlee screen scrapping equivalent for your bank
Start tracking the account today
You will need to enter your username and password to be able to connect.
It will not be as fast to sync your account information compared to open banking
Option 2: Add the account manually
Start tracking your joint account right now
You will need to update the account manually with every account change. This will include updating balances every time there is a change.
Option 3: Wait until your bank support joint accounts
Contact your bank for more information
This can take 1-6 months to get onto our platform
If your issue is still not resolved
According to our analysis, this is a bank-related problem that cannot be fixed at our end.
To learn more about the problem you are having, kindly get in touch with your bank's support staff. Below is a selection of well-known banking providers along with links to their contact information and support materials.
The following message can be sent to the bank to bring the problem to their attention and get it resolved.
Contact your bank with the message below
"I'm attempting to grant access to my financial information by confirming my consent to share CDR data. However, despite numerous attempts, my CONSENT request keeps failing and the error is at your end. Please conduct an investigation.”
We highly suggest you include screenshots of your error when writing to your banking provider to assist in their investigation.
Raise a ticket for further support
Whilst we may not be able to help you with the problem you are experiencing, we can help you direct the problem to your bank and provide details to share with them to help get this resolved.