Step 1:

Access the Financial Management feature;

Step 2:

Select the "Add Bank Account" option;

Step 3:

Select the country and institution of your bank account;

Step 4:

On this page, confirm your consent to access the information;

Step 5:

Now, on the Open banking page of the respective bank, enter your access credentials;

Step 6:

When you are directed to the "Account and Access Management" area, simply click on the "ON-OFF" button and activate the aggregation of banking information in nBanks;

Step 7:

Click on "Save";

Step 8:

Select the Employees with whom you want to share the information of this specific account;

Step 9:

Click on "Save" if you have selected users to share the information of this specific account, otherwise click on "Close";

Step 10:

Click on "View Aggregated Accounts".