About Basiq, our Australian CDR data provider
At this point, we're rolling out some banks that are available via the feed search in PocketSmith, as well as adding others for users on a case-by-case basis, as people get in touch with us.
This document lists the banks which are currently publicly available, as well as things to be aware of with the Basiq data provider.
In this user guide
Currently Available Banks
At the moment, the following banks have feeds which are available to search and add from within PocketSmith:
- Macquarie - https://www.macquarie.com/
- Up - https://up.com.au/
- 86400 - https://www.ubank.com.au/ (acquired by UBank, still separate brand)
- HSBC Bank - https://www.hsbc.com.au/
In addition, all 4 major banks in Australia have now had their open banking feeds activated in PocketSmith, and can now be added:
There are over 120 other banks in Australia which are available, which you can ask to be added by getting in touch with us here - just let us know what bank you need to be added. Before doing so, it's important to be aware of the caveats of Basiq feeds supplied under the CDR at the moment. Please review these below, prior to getting in touch.
Delays for new accounts appearing
We've been informed that it might take up to 24 hours for new accounts opened at your bank to appear in CDR open banking feeds, due to the systems that newly opened accounts need to be passed through at most banks in order to appear available for sharing.
Once new accounts are ready to be shared, you can send them over to PocketSmith by to the manage feeds page > three dot menu on the feed > Authorize > Recreate feed button. This will reestablish your CDR agreement with the bank, and any new accounts should be made available for you to share.
Joint Accounts for Non-Major Banks
Prior to October 1, 2022, most non-major banks didn't fully support sharing joint accounts under the CDR. Now that this deadline has passed, our expectation is that all banks should now support joint account sharing, and that is reflected in the feedback we've received from users.
If you're finding that your bank isn't displaying an account available to share that you expect, please check the rectification schedule for your bank to see if the problem is listed there, along with a timeframe for the bank to fix it. If not, we'd recommend getting in touch with your bank to enquire why the given account(s) are not available for you to share via the CDR.