Registering Your Bank

Before you begin

Bank connections are activated with information from your bank agreement, so have the following at hand — your bank typically provides these when the agreement is set up:

  • Name of the financial institution
  • Type of connection
  • Contract number
  • Activation code or user credentials

If you are missing any of these, contact your bank before proceeding.

Registering the connection

  1. Click "Banks" in the menu on the left and press the "New" button to configure a new bank connection.

    register-bank

  2. Choose your bank from the dropdown menu and set an alias — a default is suggested for you. Then select the connection type and enter the registration values supplied by your bank.

    choose-bank

  3. Press "Save" to store the new bank connection settings.

  4. Click the blue button on the far right to activate the connection.

    activate-bank

  5. Provide the activation code and press "Activate!".

    activate-bank-values

  6. After a short while, a green check mark appears in the "Alias" column, confirming that the connection is active.

    bank-activated

Once the connection shows as active, Minteo can exchange data with this bank. Repeat the steps for each additional bank or agreement.