Forum Discussion

jcoole_92's avatar
2 days ago

Connecting my bank to Solo

Help, I've been trying to set up connected accounts in Solo, but it's not working, what do I do? My bank is ANZ 

  • I also had trouble setting up my bank account in Solo, but after speaking with my bank, I found out it was an issue with my account. I just needed to update my permission settings. 

    • Stacey-Solo's avatar
      Stacey-Solo
      Admin

      Appreciate you sharing your experience akimfield_dev!
      Sometimes, the trick to getting connected isn’t on Solo’s side but in your bank’s settings—so it’s awesome you figured it out.

      For anyone else hitting a roadblock, it’s worth checking if your account is eligible. Older accounts (especially pre-July 2023) or ones your bank no longer offers might not be set up for Open Banking. Most business and personal accounts should work, but joint accounts can be a bit trickier and may need consent from all account holders, depending on your bank.

      If you're still running into issues, a quick chat with your bank to confirm your account’s Open Banking status could help get things moving. And if any other Solmates out there have questions, don’t hesitate to reach out—we’re in this together!

  • Hey jcoole_92,

    Welcome to Solo!

    Sorry to hear you're having trouble setting up Connected Accounts—let's get this sorted!

    To ensure a smooth connection, check that:

    • Your account is a personal or business account opened after July 2023.
    • Your contact details with ANZ are up to date.
    • You're using a currently advertised ANZ product.

     

    It’s also worth double-checking that ANZ has your current:

    • Mobile number
    • Email address
    • Identity verification details

     

    Why this matters: This matters because ANZ (and banks in general) use these details to verify and approve data sharing. If your contact info is outdated, it could be the reason for the connection issue! 

     

    Sometimes, these issues are on the bank’s side rather than Solo—but don’t worry, we’re here to support you every step of the way! Let me know how you go. 😊