Overview
Open Banking allows customers to securely share their financial data with third-party providers like Resly. This data will be collected and used to simplify the reconciliation process by automatically syncing your bank transactions with your financial records. This eliminates the need for manual data entry
Before You Start
Suncorp
Please see here for data sharing policy and requirements
Pre-requisition
Must be an individual, non-individual or joint account holder
Must be 18 years of age or over
Must have a valid mobile phone number registered with us (this is needed to support authentication using a one-time password)
Must have active online or mobile banking
Must have at least one open account
Must be an open account
Must have digital access to the accounts through Suncorp Internet Banking
Must have at least one nominated representative under your business (business account only)
Common issue
Account ineligible - if you are running a business account (including trust account), you may fill this out Add/Delete Authority Request Form Existing Non-Personal Entity form, forward the completed form to [email protected] for approval. If you have questions regarding this form please call 13 11 75 Suncorp business department or your dedicated banker directly.
Please Note: You need to have Full Access to the account you are about to connect.
How It Works
Connecting your bank feed via Open Banking involves authorising Resly to access your bank data securely. This process requires you to authenticate with your bank and grant permission for data sharing. The connection will need to be renewed annually as per consumer law.
Step-by-Step Guide
Go to Settings > Integrations > Live Bank Feed (Open Banking) and click Login Bank V1
A new page will open to show a preview of the data we will collect.
Note: Your browser may restrict the pop-up. Allow pop-ups at the top of your browser and click Login again.
Click Allow
Select your bank.
Enter your Customer ID or Email address, click Continue.
Please Note: Do Not enter personal customer ID if you are about to connect business account.
Enter One Time Password from Suncorp Bank Secured App, click Continue.
You will be taken to the account selection screen. If you have multiple accounts under one login, tick the account with your property's trust account, click Continue.
On the confirm sharing page, click I Confirm
Please Note: Sharing period can only be one year, the connection will automatically drop off after one year, you will need to go through this process annually.
You will be redirect you back to Resly.
You will see the selected account in Resly, if you have multiple options, click Select for the first option.
Select your trust account again.
Scroll to the bottom, click Activate Connection
Note: When switching over to Open Banking, you might encounter some duplicate transactions. If this happens, please lodge a ticket with our support team or give them a call—they’ll be happy to assist you!
For any further assistance, please contact our friendly support team.