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How to complete the Banking task

Solicitors and law firms must understand where the money comes from when dealing with large sums to prevent money laundering and fraud. Please follow this guide to connect your digital banking successfully.

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Written by Alex Thomson
Updated today

Connect your digital bank

Follow these steps:

  1. Search for your bank in the list.

  2. Read the consent page and tap Allow if you’d like to continue.

    Note: This action will redirect you to your bank’s app to finalise the task.

  3. Once successfully connected, you’ll see a success screen.
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If your bank option is not listed and this section is mandatory (as required by your solicitor or agent), please contact them directly for advice on the next steps.

If your bank is not in the list and you rather upload PDF bank statements instead

If your bank or account type doesn’t appear on the list, it may mean it doesn’t support Open Banking or hasn’t integrated with our Open Banking provider.

This can happen with:

  • Savings or investment accounts

  • Certain business or joint accounts

  • Smaller or international banks

Follow these steps:

  1. Scroll to the bottom of the Banking section.

  2. Tap I’d like to do something else.

  3. Select your reason (e.g. My bank isn’t listed).

  4. Upload your documents — such as bank statements, proof of transfer, or other evidence of funds.

Common questions

  • Why isn’t it moving to the next step?

Please check that your Confirmed funds match the Funds required.

  • What if part of the deposit comes from a co-buyer?

Select Co-buyer funds from the list of sources and enter how much they’ll be contributing to the purchase.

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