Help Centre

TABLE OF CONTENTS Before you start Add a manual account Note: don't add the same account twice Before you start This applies if you have a...

TABLE OF CONTENTS Before you start Select multiple accounts when connecting your bank Add accounts you missed the first time Before you start Thi...

TABLE OF CONTENTS Video walkthrough on how to complete each journey Individual Residential Property Purchase Journey Standard Consumer Source of Funds J...

TABLE OF CONTENTS Before you start You'll need a recent payslip. If you don't have one, you can explain why instead, but this choice can'...

TABLE OF CONTENTS Create an Account Reset Your Password - Unable to Login Create an Account When you click on the email invitation, you'll b...

How to handle joint accounts in your Source of Funds report Important: only one of you should include the joint account balance in your report. If you and ...

TABLE OF CONTENTS File type is unsupported File is too big I don't have the attachment that you are asking me to upload File type is unsupporte...

TABLE OF CONTENTS What's supported My bank isn't supported My account type isn't available If you're completing a Source of Funds repo...

As long as your client has not shared your report with the company that asked for it, they can change their answers at any point - any bank accounts connec...

TABLE OF CONTENTS Before you start Each of us has our own device and email address We share a device/email address What to do if you and your ...