2.3 Linking the External Bank Accounts

This topic provides the systematic instructions to allows the retail user to link the external accounts.

The list of all the external banks is available for selection for account aggregation; the user can click the link and associate his external accounts.

To link more external bank accounts for aggregation:

1. In the Aggregation Dashboard screen, click on the Link/ delink an account link.
   The Link Account screen appears.

   Figure 2-7 Link Account

   
   

   
   Description of "Figure 2-7 Link Account"

   
   
2. Click on the Link link against the external bank icon/ name which you want to link for account aggregation.
   The user is directed to the Login page of the respective external bank.

   Perform the following action:

   • Click on the Back To Dashboard link to navigate to the retail dashboard.
3. Repeat the steps 3 to 7 of Aggregation Page section.