If you've just opened a new account, and you want to have that come in your Basiq feed, you will need to disconnect the bank and then reconnect so you're able to select the new bank to share in TaxTank.

Step 1 - To do this simply select the 3 dots in the bank widget, then the 'Disconnect' option. When you see the 'Disconnected' label just select the 3 dots again and the 'Reconnect' option and follow the prompts to reconnect.

Step 2 - After the bank is reconnected select the 3 dots again, and then the 'Add Bank Accounts' option to view and select the additional bank accounts you want to share in TaxTank. Please make sure to select all banks you want to keep receiving transactions for, including banks you have previously selected.

Why doesn't it show automatically? This is because your feed is established with your bank via the CDR open banking agreement for the bank accounts selected. So if you want to add more bank accounts the bank requires a new CRD open banking agreement (which is the connection and selection process when linking a bank).

Note: It can take up to 24 hours for your new accounts to appear in your banks available list of bank accounts when reconnecting, though it can vary between different banks (some are straight away).