Armalytix & Advanced Source of Funds
Unfortunately, some banks (notably Metro, Co-Op personal, CountingUp and Anna) do not support Open Banking, so we can't connect to them. In addition, ...
Wed, 18 Sep, 2024 at 2:11 PM
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...
Wed, 18 Sep, 2024 at 2:11 PM
TABLE OF CONTENTS Each of us has our own device and email address We share a device/email address What to do if you and your partner have been sent ...
Wed, 18 Sep, 2024 at 2:12 PM
What to do if you see "Something went wrong with your bank authorisation", or if the system is stuck "Communicating with your bank" ...
Wed, 18 Sep, 2024 at 2:12 PM
How to proceed if the system asks you to connect a current account If you are completing a Source of Funds report, you may see the following message wh...
Wed, 18 Sep, 2024 at 2:12 PM
Gathering and proving financial information is difficult and time-consuming. Armalytix is designed to allow you to compile and send financial information q...
Wed, 18 Sep, 2024 at 2:13 PM
If you see this message when you log in, here's what you can do This message means that we can't find an active report request for you to compl...
Wed, 18 Sep, 2024 at 2:13 PM