Frequently asked questions
About our Product and the CDR (Open Banking) ecosystem.
How do I know if my bank is Open Banking ready?
What if my bank isn’t on the provider list?
What if I cannot find my account type?
Why isn’t my bank's verification screen loading?
What do I do if I do not receive my One Time Passcode (OTP)?
How do I contact my bank support team?
How do I change my consent (update period or withdraw)?
How do I change my account type if it is incorrect?
What steps do I take if I cannot see certain transactions?
What steps do I take if I linked an account successfully but it did not sync?
What steps do I take if my account has stopped syncing?
How do I exclude transactions from my transactions list?
How do I search for a transaction?
How do I resolve missing transactions?
How do I resolve duplicate transactions?
How do I fix a transaction description?
How do I fix an incorrect merchant assigned to my transaction?
How do I group similar transactions into a category or tag?
What features does the App have?
How do I manage my financial passport?