Managing Consents and Connected Accounts

You have full visibility and control over all your company’s bank connections from the Quant Flow dashboard.

Viewing Connected Accounts

The Bank Accounts overview page shows all accounts associated with your CompanyID, including:

  • Account Name/Nickname
  • Bank Name
  • Account Number (masked for security)
  • Status: (e.g., Active, Inactive, Expired, Authorised, Revoked)
  • Consent Expiry Date

For UK accounts, you must renew consent every 90 days.

  1. The system will show an “In X days your bank account will expire, please extend” warning next to relevant accounts.
  2. An Admin User can click “Extend” button.
  3. You will be guided through the same secure authentication process with your bank to grant a new 90-day consent. Your existing automations will continue to run without interruption.

Deactivating an Account

You can deactivate an account at any time.

  1. Find the active account and select “Deactivate”.
  2. Important Consideration: Deactivating an account will pause all automations associated with it. This may disrupt scheduled payments, data feeds, or reconciliation processes. You will be asked to confirm this action.
  3. The account will move to an “Inactive” state but will retain its consent, allowing you to easily reactivate it later without going through the full bank authorization again (as long as the consent is still valid).