3. External Banks

Connecting to External Banks

In order to view external bank account balances and activities, an external bank connection will need to be set up. Prior to setting up the external bank connection, you will need to work with your Talon representative to create API keys with your bank partner(s).

1. Navigate to Settings - External Banks.

   
   

2. Click the +Enable Bank button.

   

3. Select the Bank Name and the API Type.

   
   

4. Input Client ID and Client Secret. (This will be provided by the bank after API services onboarding is complete.) Profile ID may be required by certain banks.

   
   

5. Click Submit. At this point, new bank deposit accounts can be linked.