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.