Armalytix

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

Missing Bank or Account Type

How to proceed if the system asks you to connect a current account

What to do if you see "You don't seem to have connected your current account"

What to do if we send you off to your bank and you can't login

Bank Login Problems

How to add accounts manually when you can't connect to them via Open Banking

Adding accounts/statements manually

What to do if you see "Something went wrong with your bank authorisation", or if the system is stuck "Communicating with your bank"

Something went wrong with your bank authorisation

Things to check if the balance on your Armalytix report isn't what you were expecting

The balance on my account doesn't seem right

How to add multiple accounts with the same bank

Adding accounts with the same bank

How to make sure you connect the right accounts

Which accounts should I add?

What to do if you don't use online banking

I don't have online banking

If you're doing a Source of Funds, how should you and your partner reflect joint accounts on the report?

How to Handle Joint Accounts

What to do if you've connected a bank, but you are stuck and can't move on.

How to proceed when you've connected your bank

How to know which Virgin Money option to select from the drop down list

Which Virgin Money Brand Should I Use?

Armalytix Support

Sarah

Help with connecting banks and what to do if your account is missing

Connecting Banks and Accounts

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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