Customer Onboarding

Fetch Bank Statements

Overview

Fetch bank statements using Vixo Link to access and import bank transactions and analytics after a customer completes the form.

Fetch Bank Statements

Step-by-step
  1. Log in to Vixo Link

  2. Select the customer from the sidebar menu

  3. Click on the banking tab

  4. Go to the statements tab

  5. Click on Fetch and Import Transactions

Customer Portal Interaction

Customers interact with the secure portal by linking their bank accounts or uploading statements and documents. This allows for seamless integration and data access.

The portal provides a unique URL for each customer, making it easy for them to access their information securely. Additionally, the portal can be customized to match the organization's branding, ensuring a consistent look and feel.

Securely Upload Documents

Use Vixo Link's customer portal to securely upload bank statements and other documents. Each customer gets a unique URL, and you can customize the portal to match your organization's branding.

Frequently Asked Questions

  • After logging into Vixo Link, navigate to the Customer Portal section. Follow the instructions to securely link your bank accounts.

  • Yes, you can upload documents through the Customer Portal. This allows you to upload bank statements and other necessary documents.

  • Vixo Link supports several file formats, including PDF (for statements) and common image formats for other documents. Ensure your files are in the correct format before uploading.

  • The Customer Portal can be customized to match your organization's branding. You can set a unique URL for each customer and adjust the visual elements as needed.