Step 2: Activate a Bank Account

After you have successfully granted consent, the next step is to activate the bank account within Quant Flow to start building automations.

Consent vs. Activation

• Consent: The permission to access the data. A company can have consent for many bank accounts.
• Linking/Activation: The action of using that consented account within your automations. The number of accounts you can activate is limited by your User Plan.

How to Activate an Account

1. Go to Bank Accounts. You will see a list of all accounts for which your company has given consent. They are going to be separated in two sections “Active bank account”s, “Inactive bank accounts”
2. Find the account you wish to use in the “Inactive bank accounts” and click “Activate”.
3. The system will check if you have available slots in your current User Plan.
4. If you do, the account will become active and its status will change to “Active”. You can now create automations that use this account.
5. If you have reached your plan’s limit, you will be prompted to upgrade your plan before you can activate the new account.