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This article applies to:

  • Product: Open Banking
  • Subject: Setup

Add a client

You can manually add a client to Open Banking. This lets you invite clients to get their consent.
Follow these steps to add a new client.
  1. Go to the Open Baking page.
  2. Sign in to Open Banking.
  3. Select the
    Clients
     tab.
  4. Select
    Add Client
    .
  5. Enter your client's company name, first and last name, email address, and address information.
  6. Select
    Save
    .
    The client you've entered will display on the Manage clients pane. You can edit their contact information, ask for new consent, and check consent status.