Update: Financial Passport, powered by Open Banking just got easier for your clients
Improvements have been made to Financial Passport – all designed to make things simpler, faster, and more intuitive for your clients.
Your clients will now find it easier to connect their bank accounts and grant consent for data sharing, thanks to a more streamlined and user-friendly process.
What you need to know:
- No disruption: There’s no change in how you or your client access or use Financial Passport.
- Seamless transition: If a client received an invitation but hasn’t yet completed data-sharing, they’ll automatically be taken through the new process.
Not up to speed with Financial Passport? Read our community article to find out how you can get a real-time view of your client’s income, expenses, liabilities, and more, all in one place.
Need help getting started? Explore our Wiki guides.