Skip to main content

Adding additional bank or credit card accounts to Rounded via Open Banking

How to connect additional bank or credit card accounts to Rounded via Open Banking

Michelle avatar
Written by Michelle
Updated this week

Note: Open banking is a government initiative administered by the ACCC. Click HERE to see the banks and financial institutions that participate in it.

To add another bank account

  1. Log in to Rounded, and from the menu on the left, click Bank feeds

  2. Click + Add bank

  3. It will route to where you can Securely connect your bank. Enter your phone number and ABN

  4. Then click Connect to Open Banking

  5. The following section explains what data will be connected and what it will be used for. Please read through it, and once you have, you can provide your consent by clicking Allow

  6. Select your bank

  7. Once you select your bank, you will be routed to its environment. Depending on what your bank requires, you must enter your email, phone number, or Access ID. The following steps will depend on your bank’s requirements.

Please note: This part of the process happens inside your chosen bank’s environment, so you are only providing your login details to your bank. At no time will Rounded or Fiskil require you to provide your login information.

This is an example of the possible steps that will happen next.

8. Enter your email address

9. Click Get code

10. An email will be sent to the email address on the first step

11. Enter the code that you have received from your bank

12. Click Continue

13. Select the account/s to be connected to your Rounded account and click Continue

14. You will be asked to review and confirm the data you share. Once you have read through, click Confirm and share

Depending on your bank, the sync may take up to 10 minutes while all transactions associated with the selected accounts are retrieved and displayed to your Rounded account.

NOTE:

  • Do not navigate away from bank feeds while waiting to see transactions for the first time.

  • Transactions will update automatically when they are tagged as completed by the bank.

Remember to download the Rounded mobile app!

Did this answer your question?