CDR Ready allows you to verify you are set up to share your Bank Accounts using the Consumer Data Right. In this article, we'll walk you through how to use CDR Ready.
Give consent to share your data
Read through the Provide your Information screen and click Continue.
Verify yourself
Choose Email or Phone Number to receive your verification code. Enter your email address or phone number and click Confirm.
Go to your email or mobile phone and copy your verification code - enter this code and click Verify.
Take a moment to read through the provided information and when you're ready, click Start to proceed.
You will be presented with an overview of the upcoming steps. Click Continue to proceed.
Next, click the toggle to share the required account balance and details. Scroll down to access detailed information on how your data will be utilised. Take a moment to read through the provided information. Once you are comfortable and ready to proceed, click I Consent, located at the bottom of the page.
Next, select your banking provider from the list or use the search box to find and choose your desired bank. Afterwards, click Continue. This will redirect you to your bank's portal, where you need to verify yourself to the bank before viewing and selecting the specific accounts you wish to connect to ACSISS My Data.
After completing the process, you will be redirected back to CDR Ready. Read through the checklist to determine if you are CDR Ready.
Answer the question, "Are all of the accounts you want to connect in the list above?" by selecting one of the available options.
If all of your accounts are available, click Yes, all of my accounts are here. If you want to check accounts for another bank, click the Check Accounts for another Bank button, or if you have finished, click I'm Done!.
If some, or none of your accounts are available, click No, not all of my accounts are here. A link to a help article with be displayed.
Click the link to the help article, the article will open in a new brower tab. Read it to learn how to get your account CDR ready.
In some cases we are unable to provide detailed instructions, for these cases we provide bank contact details and ask that you please reach out to the bank for further information.
Next, return to CDR Ready and check for more accounts or click I'm Done! After clicking I'm done, you have the option to continue or exit CDR Ready.
If you have finished using CDR Ready, click Exit. You will be sent a link for you to review your consents and check more accounts.