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A connection is a link to your bank. Each connection can include multiple accounts, for example a transaction account and a savings account at the same bank.

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Connection types

Australian banks

Connect via Fiskil (CDR). Used for syncing transactions.

Brokerages

Connect brokerage accounts to sync holdings and trades. Available on the Pro plan.

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Connections list

Each connection card shows:
  • Institution logo and name
  • Account name and masked number (e.g. xxxx 1234)
  • Account type: Transaction, Savings, Credit Card, Loan, Investment, or Term Deposit
  • Provider: Fiskil (AU)
  • Status: connection health
  • Last synced: when account data was last refreshed

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Statuses

StatusDescription
ConnectedWorking normally
DisconnectedCredentials expired or changed. Reconnection required.

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Adding a connection

Click Add Connection and choose the type of account to connect:

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Australian bank

Opens the Fiskil consent flow. Select your bank, log in, and grant consent through the Consumer Data Right (CDR). Your accounts sync automatically once consent is granted.
Australian bank connections use the Consumer Data Right framework. Your bank credentials are handled by Fiskil and are never stored on Redbark servers. CDR consents expire after 12 months. See Consents for details.
If you already have a destination set up, you can create a sync straight away.

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Refreshing a connection

Use the three-dot menu on an account card and select Refresh to pull the latest data from your bank.

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Deleting a connection

Select Delete from the three-dot menu to permanently remove a connection. Any syncs using accounts from this connection are also deleted.