Communication Center - How to invite clients to add banks or reconnect banks

Purpose: How to invite a client to securely connect their own bank account through the LedgerSync application

Follow the steps below:

1. Log into the LedgerSync application.
2. Navigate to Client Actions → Communication Center → Reconnect and Add Banks.
   
   
   
3. Search for and select the client you want to invite to add a bank connection.
4. Click Next, then choose the type of bank connection you want the client to use.
• Currently available options:
• Mastercard API
• MX
• Premium Bank Connections are not yet available in this flow, but we are actively working on adding support.
5. In the search box, type the name of the bank you want the client to connect.
6. Click Next, then select a template message or create a custom message for your client.
7. Click Send Invitation to notify the client.
   

   
   

   
   

   
   

   What Happens Next?

   Once the invitation is sent, the client will receive step-by-step instructions to securely connect their bank account directly within LedgerSync.

   

   Need Help?
   

   If you have questions, please contact LedgerSync Support at support@ledgersync.com, and our team will be happy to assist.
   

   
   

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