Resolve problems connecting a new bank feed

Summary

How to fix issues setting up or connecting your bank feed in Sage Sole Trader. It ensures you maintain a direct link to your online banking data.

Resolution

  1. Check if your bank supports bank feeds.
  2. Check the status of the bank feed. Any known issues with bank feeds show on the bank feeds status page: sage.com.
  3. Sign in to your bank account through your web browser. 
    If you can't log in, the issue is likely with your online bank account details. Contact your bank for further support.
  4. Allow pop-ups in your web browser.
  5. Disable any ad blockers or extensions, then reconnect the bank feed in Sage Sole Trader.
  6. If you still can't connect your bank, try using a different web browser or device to connect.

Solution Properties

Solution ID
230319224915807
Last Modified Date
Wed Apr 08 15:06:08 UTC 2026
Views
0