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Open banking support

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  • S Offline
    S Offline
    slatermethuen
    wrote on last edited by
    #1

    I am using the Scottish Widows app for one of my work place pensions. One useful feature of it is a dashboard that lets me connect other investments and bank accounts.

    I can currently connect my IAs with Fidelity, Vanguard, Equiniti, Trading 212 etc. It would be great if I could also connect my IM account as well.

    Is this something that will ever be possible with your platform?

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    • S Offline
      S Offline
      slatermethuen
      wrote on last edited by
      #2

      Is anyone from Cobens able to answer this?

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      • A Offline
        A Offline
        Adam Kay
        Global Moderator
        wrote on last edited by
        #3

        Hello, it’s a question for Quai as to whether it’s supported or can be within the usual constraints. Please allow a few days to enquire

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        • S slatermethuen

          Is anyone from Cobens able to answer this?

          N Offline
          N Offline
          Nik Burrows
          Global Moderator
          wrote on last edited by
          #4

          @slatermethuen

          Sorry missed this post.

          We are working on a number of improvements and updates to the dashboards so we will add this to the wish list.

          As Adam has said not sure on timelines as I would think it needs a bit of API work with the other providers, but we will get an idea from the IT/Dev team and come back to you.

          Nik

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          • S Offline
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            slatermethuen
            wrote on last edited by
            #5

            Thanks for looking into this. I noticed that the Scottish Widows dashboard is powered by MoneyHub. I have now started using MoneyHub’s own app to aggregate all my accounts and would love to be able to connect my IM account to it as well

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            • S slatermethuen

              Thanks for looking into this. I noticed that the Scottish Widows dashboard is powered by MoneyHub. I have now started using MoneyHub’s own app to aggregate all my accounts and would love to be able to connect my IM account to it as well

              N Offline
              N Offline
              Nik Burrows
              Global Moderator
              wrote on last edited by
              #6

              @slatermethuen

              I'll let the Dev team know and we will take a look at MoneyHub

              Given the work we have the go I would think it will be a new year task, but we will keep it on the radar

              Nik

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              The value of your investments can go down as well as up, and you may get back less than you invested.

              Cobens a trading name of Astute Financial Management UK Limited is authorised and regulated by the Financial Conduct Authority. Registered Address: 4th Floor Peek House, 20 Eastcheap, London, EC3M 1EB. Registered in England and Wales No. 5850981.

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