Link Bank Account

The Link Bank Account feature in Accosis enables seamless integration of your bank accounts, offering centralized management of financial transactions and data. Securely connect multiple accounts to conveniently monitor balances, transactions, and fund transfers from one platform. With strong security measures and an intuitive interface, Link Bank Account enhances efficiency in managing your financial activities, ensuring easy access and streamlined banking operations.

Process for Linking a Bank Account to Accosis:

Go to the Connected Banking menu in the sidebar.
Select your bank account under the title "Select Your Bank to Connect".

The Perfios setup will open to connect your bank account and will prompt for the following details:
- Login ID - Enter the login ID associated with your bank account.
- Password - Provide the password linked to your bank account login.
- Confirm Password - Re-enter the password to ensure accuracy and security during the setup process, then click the "Connect" button to proceed.
Continue following the instructions on the Perfios setup. Once you verify the OTP, your bank account will be ready for use on the Accosis banking dashboard.