How to use
Common Bank Connection Questions
Bank Connections, Data Access, and Connection Stability Q1. When a client opens an additional account, must the existing connection be deleted and re-added? Not necessarily. On MX connections, new accounts under the same bank login appear on their ...
Sending Bank URL directly from YOUR Email
You can send bank connection links to your clients from your own firm's email address. LedgerSync lets you copy an invitation for a new client, or a fix link for a broken bank connection, and paste it into your own email. Some clients only act on a ...
I have full access to the bank and don't want to invite the client
What if you have full access to the client's banking and you do not want to invite them to Ledgersync? See the below article and suggestion. In the event that you have full account owner access to the bank and that the token code will come to you ...