How to add multiple profiles or user ID's in bank feeds

Some banks require separate login profiles (IDs) for different account types. This is common when you have:

TaxTank supports multiple bank profiles for the same bank, allowing you to connect and manage all relevant accounts in one place. This feature is currently in Beta and is being rolled out progressively to ensure it works reliably across all banks and institutions.

To connect another bank profile (for example, a separate personal, sole trader, trust or company ID), follow the steps below:

Once connected, you’ll see another tile for the same bank, allowing you to select and manage the accounts linked to that profile.

Each bank profile operates independently. This means you can disconnect or reconnect one profile without affecting others, and bank feeds, refreshes, permissions, and annual Open Banking consents are all handled separately per profile. This mirrors how banks and Open Banking providers treat different user IDs, ensuring accurate access and compliance.

Additional bank authorisation may still be required

For other entities or joint accounts, even after connecting an additional profile, the bank may still require a separate Data Sharing Consent / authorisation before all accounts are visible. This is usually needed when:

Without this authorisation, some accounts may not be available to select via Open Banking — even after the profile is connected.
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More information on how to connect business, trust and SMSF accounts alongside personal accounts.
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