How do I request a bank not supported by Ledgersync?
If LedgerSync cannot connect to your bank yet, send us a New Bank Request. You can open it from the menu under your name, or from the add bank window when your bank does not come up in the search.
To locate the New Bank Request form
- Click on your name at the top right.
- From the drop down menu, select Request New Bank. The My Bank Requests window opens.
- Click Add new bank request.
- Fill out the form and click Send. We need the bank login username and password, because LedgerSync connects to the bank's website with them to collect the data you ask for.
You can also get to the form while adding a bank: if you search for your bank and see No institutions found, click the Request New Bank link under it.
What the form asks for
Every one of these fields must be filled in before you can send the request:
- Your name
- Firm name
- Client Name
- Contact phone number
- Email address
- Bank Name
- Bank URL
- Bank login URL (the login URL you use to login)
- Bank Login Username
- Bank Login Password
- Notes - Security questions
Under What data should be collected?, tick the data you need from this bank: Checks, Statements and/or Transactions.
After you submit
You will see the message New bank request has been successfully sent. The window then goes back to My Bank Requests, where your new request appears with the status Submitted.
What happens next
While building statement downloads for a new bank, support may ask you for the security code (MFA) the bank sends when LedgerSync signs in for one of your clients' accounts. It only takes a few minutes. Support can get the code by text or by phone, and you can also book a quick call to do it.
Tracking your requests
To see your requests at any time, select Request New Bank from the menu under your name. The My Bank Requests list shows only the requests you submitted yourself, newest first. Each request shows the bank name, the client name, its status and the date you submitted it.
Need Help?
Contact LedgerSync Support at support@ledgersync.com
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