Smart Connect
      Back to home
      1. BMCA Knowledge Base
      2. BMCA Portal Overview
      3. Smart Connect

      Connecting an Account with the Status "Connection Requested" in Smart Connect

      There are two methods for connecting an account: via Task Assignment and Via Smart Connect. Here are the steps for both.

      When your accountant requests that you connect a bank or credit card account to your portal, you may find this request as a task assignment or directly in the Smart Connect module. The steps to connect the account are similar in both scenarios, but the way you access the request varies. Below are the steps for both methods of connection requests: via Task Assignment and via Smart Connect.

      Connection Request via Task Assignment

      1. Access the Work Module:

        • Click on the Work module in your portal.

      2. Open the Connection Request Task:

        • Find and open the Connection Request task assigned to you.

      3. Review Terms and Conditions:

        • In the Action section of the task body, read the terms and conditions carefully.
        • Click the "Next" button to accept the terms, or click the "Reject" button in the lower right corner of the task (you may need to scroll down to see this button).

      4. Select Your Financial Institution:

        • Either select the displayed institution name or enter your financial institution’s name in the "Search for your bank" search box and select it from the dropdown list.

      5. Proceed to Login Screen:

        • After selecting your institution, the screen will update to inform you that you will be taken to the institution's login screen. Click the "Next" button to proceed.

      6. Enter Login Credentials:

        • On the login screen, enter your Access Id/Username and Password.
        • Click the "Submit/Login" button.

      7. Finalize the Connection:

        • If your credentials are correct, your account will be connected. If not, you will be prompted to provide the correct credentials.

      Connection Request via Smart Connect

      1. Open Smart Connect Module:

        • Click on the Smart Connect module in your portal.

      2. Identify the Requested Connection:

        • Look for the institution denoting "Connection Requested."

      3. Initiate Connection:

        • Click the "Connect" button in the last column. A connection wizard will appear.

      4. Review Terms and Conditions:

        • Read the terms and conditions displayed in the wizard.
        • Click the "Next" button to accept the terms, or click the "X" button to exit the connection wizard without accepting the terms.

      5. Choose Your Financial Institution:

        • Select the displayed institution name or use the search box to find and select your financial institution.

      6. Login to Your Institution:

        • The screen will update to the login page for your chosen institution. Enter your Access Id/Username and Password, then click the "Submit/Login" button.

      7. Complete the Connection Process:

        • After entering the correct login information, your account will be connected. If the credentials are incorrect, you will need to provide the correct details.

      Important Note for Both Methods

      • Connection Establishment Time: Be aware that it may take up to 24 hours for the connection to establish and for data to appear on the details page of your account(s).