It's very simple and can be summarised in these steps:
For the mobile app:
- Tap the '+' at the top of the screen on the 'Your Money' screen.
- Tap ‘Add a connected account’, 'Let's connect' and select the banking provider you want to connect to.
- We will then securely transfer you to your bank so you can login to your bank’s online banking portal or mobile app.
- Select the accounts you want to connect with Snoop.
- Provide your consent to share your data with Snoop.
You'll then be returned to the Snoop app and your new connected accounts will appear!
For the web version:
- From the home dashboard, tap 'Manage accounts' then the 'Add an account' option.
- Tap 'Let's connect' and select the banking provider you want to connect to.
- We will then securely transfer you to your bank so you can login to your bank’s online banking portal or mobile app.
- Select the accounts you want to connect with Snoop.
- Provide your consent to share your data with Snoop.
You’ll have to reconnect your accounts every 90 days as part of Open Banking regulations.
Please remember that as you do the above, at no times does Snoop see your bank account login details - those remain strictly between you and your bank.
It's worth mentioning that if you've signed up to Snoop Plus, when tapping the '+' add account option you can also choose to add an offline account. This is an account that you manually update the balance of and gives a more accurate overview of your net worth - useful for accounts which aren't yet connectable to Snoop!