Send the customer a link. They share their statements through their internet banking, and the data and files come back into the application.
Before you start - Have signed privacy consent, a card on file, and the customer's correct mobile number and email on the application - see Send privacy consent and Set up billing and payment.
Send the request
Open the application.
Select the bank statements request.
Send the link to the customer.
The request stays open until the customer completes it.
What the customer does
Opens the link.
Signs in to their internet banking.
Selects the accounts to share. They can add more than one.
The statement files and their data come back into the application.
Note - Bank statement data pulled through the statement service can't be deleted, for compliance reasons. The files can be removed; the underlying data stays.
If the request fails
A failed request usually means the customer's bank blocked the sign-in. Get the statements from the customer instead - see Fix bank statement issues.
Who can do this: anyone with the Services → Bank statements permission - see Set user permissions.