Open Banking lets you share your financial information securely — only when you choose to.
When you connect your bank through Checkboard, you stay in full control.
How It Works
In Checkboard, select your bank and tap Connect.
You’ll be redirected to your bank’s official app or website — not handled by Checkboard.
Log in securely and confirm your consent.
Your bank then sends Checkboard a read-only summary of your bank statement — nothing else.
This summary may include:
The top 20 recent transactions (credits and debits)
6 months of transaction history for verification
That’s it — Checkboard never sees or stores your login details.
ℹ️ Note: The connection is handled entirely by your bank’s secure system. Checkboard only receives limited, read-only data to confirm the source of your funds.
Why You Can Trust Checkboard
Checkboard was built to help law firms, estate agents, and businesses prevent fraud and money laundering — safely and transparently.
✅ FCA regulated: Checkboard operates under the same regulator as UK high-street banks.
✅ Trusted nationwide: Used by hundreds of UK law firms, estate agents, and PropTech companies.
✅ Privacy first: Your data is encrypted, read-only, and used only for compliance verification.
Your security and privacy are at the core of everything we do.
How Long the Connection Lasts
When you connect your bank, you give permission for up to 90 days, as per Open Banking standards.
During this time, Checkboard can only make read-only summary requests — and only if needed for your ongoing checks.
We won’t request additional data unless you ask for it.
You can cancel access anytime by swiping left on the connected account inside Checkboard.
Quick Recap
You connect through your bank’s secure system — not through Checkboard.
Checkboard gets read-only data, never your login.
Data sharing lasts up to 90 days and can be revoked anytime.
Checkboard is FCA-regulated and used by trusted UK law firms and property professionals.