To connect to your Capital One 360 account, you will need the following:
- a Customer Number/SaverID/Username; and
- an Access Code
Use the following URL to generate the code:
Step 1: From the Account Summary Page click the ‘My Info’ Tab and select ‘Access Code’.
Step 2: On the following page, select ‘Create’ or ‘Create Access Code’ and a new code will be
(This is also the page where a user can retrieve an access code if one is already generated.)
Note: At any time a user can disconnect ongoing access to all services connected via this
access code by clicking the ‘block’ button!
Step 3: Click start process in Xpenditure and select Capital One 360 from the list of available banks.
Step 4: Enter 'Username' & 'Access Code'
Step 5: Click 'Verify my identity'