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April 3, 2019
Question

How can I reassure my client that bank feeds are secure?

  • April 3, 2019
  • 1 reply
  • 0 views
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1 reply

April 3, 2019

Welcome to Community Carolyn,

 

Which bank would your client be connecting? We have two types of banking connection one is a standard feed connection which is not a constant connection and needs verified to download transactions. We also have a Direct Feed option available for NatWest, Royal Bank or Scotland, Lloyds and HSBC which needs authenticated by the bank to establish the connection.

 

Please let us know if this helps.