Connecting a bank feed

There are many ways to get data into our platform, including bank feeds. The ‘Open Banking’ system, which is regulated by the Financial Conduct Authority, gives a secure way of connecting a wide range of banks to your account.

The platform will have read-only access, allowing you to oversee all transactions in one place. The software will not have permission to initiate a payment.

You can choose which bank(s) to connect to and which accounts to connect from each bank, e.g., current account, savings, credit card etc.

To make a new connection

Our platform will guide you through the steps. You’ll need to authorise the connection using your online banking credentials. For security reasons, we will ask you to reauthorise the connection periodically. You can terminate the bank connection at any time via your bank’s online system.

Extra information

Useful tip for connecting services

If you use a mobile device to connect your bank, you may be able to authorise the connection quicker via your banking app.

Once connected

New transactions will appear automatically. You can also import past transactions, usually from the last 12 months. You can choose the start date of the import. Most users prefer the start of the tax year, i.e. 6 April.

If you have transactions that aren’t relevant for your tax return, you can delete them or categorise them as ‘Private’.

Extra information

Useful tip for sole traders or a landlords

If you are a sole trader or a landlord, you do not need a separate bank account for your business, though we highly recommend it. It is best practice not to mix business and personal banking transactions. Limited companies are required to have separate business bank accounts.

Connect Your Bank to Evelyn Partners digital tax returns: Supported Banks and Credit Cards