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How to complete bank account setup on Banka
How to complete bank account setup on Banka

Setting up bank accounts on Banka

Anita Onwuemene avatar
Written by Anita Onwuemene
Updated over 9 months ago
  1. Once your account has been approved, click "Setup your Account" to set up/manage your bank accounts on the Banka dashboard.

  2. You can customise your dashboard by choosing from the pre-set colors or clicking the "+" sign to choose a custom color based on your preferences.

  3. Select your use case from the following options:

    • Basic Balance Monitoring: Monitor your cash balance in real-time.

    • Advanced Account Monitoring: Monitor your cash balance and transactions.

    • Premium Account Monitoring: Monitor accounts, transactions and move money.

  4. Next, select your preferred subscription plan to make payments, and duration and click "Choose plan".

  5. Make payment for your preferred subscription plan by clicking the "Pay" option.

  6. Next, a pop-up will notify you of successful plan activation. You can then proceed to connect your bank account(s).

  7. Click "Add institutions" to add your bank accounts.

  8. Select the preferred bank(s) from the list.

  9. Enter the account number to add the bank account.

  10. Enter your BVN to verify bank account ownership

  11. (a). To view transactions, link bank accounts by following the steps in this article.

    (b). Enter your login details to link your account.

  12. If you do not wish to link an account, click the "forward arrow".

  13. Finally, review all the details and click "Finish".

  14. Your bank account setup is complete!



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