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Missing Bank or Account Type

What to do if your funds are in an account you can't connect

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Written by Armalytix Support

Unfortunately, some banks (notably Metro, Co-Op personal, CountingUp and Anna) do not support Open Banking, so we can't connect to them. In addition, some banks don't make all their account types (like ISAs and some Savings accounts) available. At the moment, Armalytix can only connect to UK-based accounts.

For these accounts, and investments like Premium Bonds or NS&I, you should hit "Bank, ISA, investment or other account not there? Click here to add manual statements" (under the bank list) and add the details manually. You'll be able to upload statements too.

If you're doing a Source of Funds report then you should ensure you connect your regular current account via Open Banking if you can - this will allow the system to create the best Source of Funds analysis.

More detail on how to add manual accounts can be found at the help article here.

tags: euro, dollar, currency, foreign, bank not here, bank missing, where is my bank, metro bank, not in list

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