Establish feeds

1. Log into Primary as an administrator.

2. Click "Link an account" in the main dashboard.

3. Search for the institution you'd like to connect.

Adding Australian bank accounts require you to add a mobile number to connect. If so, please follow the prompt to enter your mobile number in the settings page.

4. Proceed through the connecting flow for the account you'd like to connect. Depending on the account being connected, you will go through a different connection flow.

5. View your account to ensure the account is correctly synced.

Remove a connection

1. Navigate to the account view

2. Click the three dots next to the account name

3. Click "Unlink account"