How to Add a Connected Account
To add a connected account, follow these steps:
- Navigate to the Connected Accounts tab, in the Current Accounts module.
- Select the Connect account button.
- Select your bank from the dropdown menu.
- Click Continue to your bank.
- You will be brought to your bank’s portal to authorise access to NoFrixion. Follow the steps.
- After successfully authorising, your account(s) will be presented on your desktop in your banking portal. Select the account(s) you wish to connect, then scroll down and confirm your selection.
The account(s) will now appear in the Connected accounts tab:
If you click into the account, you'll have access to view the transactions. You'll also be able to export the transaction data.
Bank of Ireland Example
If you are connecting a Bank of Ireland account, you will be required to enter the User ID and date of birth, followed by the pin code. Once these are correctly entered, authorisation will need to be approved on a mobile device. You will then be prompted to select your desired account(s) for authorisation.
