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March 13, 2021
Question

How do I link my account if its a personal account instead of business account

  • March 13, 2021
  • 1 reply
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1 reply

RenjolynC
March 14, 2021

Hey there, stevenkempster-b.

 

I want to make sure we're on the same page.

 

Do you mean to connect your personal account in the Banking page? You’ll want to check if your bank is supported under the Open Banking regulations. This is to allow customers to share their financial information electronically, securely, and with permission that is confirmed every 90 days. You can read this article for more details: Understanding if you can connect your bank feeds to Open Banking.

 

Once verified, you can watch the video tutorial on how to connect your account here: How to connect your bank account & credit cards.

 

In addition, I'll share these articles about mixing business and personal funds:

 

 

Please feel free to get back to me if you need something else. I'll be around to help you out again. Have a great day!