What is the Bank Account Summaries Panel?

This panel displays data shared from your end user's bank statement.

This data can include

  • Account Number
  • Account Name
  • Account Holder Name
  • Account Type
  • Sort Code or Routing Number
  • Account Balance
  • Date the verification was run on the account

If there are multiple accounts available, you will be able access the different accounts via a drop down menu.

 

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