Flow

You can experience the flow an end-user will go through by booking a demo on our site, however given below is a brief description of that flow.

The user will land on the bank select page where they can choose from one of your configurable favourites. These are displayed as tiles with the financial institution's logo prominently shown.

A user can search for a bank should it not be displayed as a favourite:

Once a bank is selected the user will be prompted to select an account type if the connection to the bank is performed via credential sharing:

Once an account type has been selected, or if the connection to a bank is via OAuth, the user will be prompted to provide consent to share the data you have requested:

The drop downs expand to explain exactly what data will be shared. Only drop downs for the data your account has been configured to request will be displayed to an end-user. Please note that you can provide your own list of terms and conditions to display, and these will be shown beneath the five bullets. Once the user consents to share their data, they will be redirected to their financial institution's online login page when we have a direct connection to an institution's API - otherwise they will be taken to a service we control that facilitates data sharing via credential sharing. Once the user has logged in, they will be redirected back to Atto Connect: