Connect Banking
Help connecting bank data
By Jacob1 author6 articles
Getting Connected
How to connect your bank account, which accounts to include, skip options & more.
How to connect your bank accountKonfir’s bank connection uses FCA-regulated Open Banking to confirm salary payments securely. Learn how, view our step-by-step walkthrough & read FAQs.
Which bank account can I / should I connect?Connect every supported account that received relevant income for the period being checked - as long as you still have access to it.
Can I skip the bank connection?How to skip connecting your bank account and use other sources (HMRC or Payroll) to verify instead.
Troubleshooting
Fixes for common banking connection problems
I can't find or log in to my bankIf your bank isn't listed or the login fails, you can skip it and verify via HMRC or payroll instead - or contact your verifier to discuss alternatives.
I don’t have online bankingThe quickest option is to skip bank and connect other sources. You can also set up online banking first if you'd prefer to include bank data.
My bank account is closedA closed account can't be connected. Use another open account, or verify via HMRC or payroll instead.