What your clients see
Once you have sent your client a link whether by email or another method they will be able to start the linking process.
It’s quick and easy to do and clients don’t have to create an account with us or anyone else. It doesn’t have to be done on a mobile phone but it is definitely quicker and easier that way.
They simply click the link and follow the step-by-step guide. The whole process takes less than 2 minutes.
Once complete you will be able to access their bank statements and data in your Streem Connect account.
Click the play button on the video to see how it works.