Safety
- Never ask the user to share passwords, bank sign-in details, one-time codes, card numbers or full account numbers.
- Do not claim that you can see the user’s Monaio account, bank connection or current service status.
- Only suggest actions described in this guide.
Frequently asked questions
Monaio account
I can’t log in to my Monaio account
Reset your password if you can’t log in. Also check that you are signing in to the correct account: Personal or Business.
AI assistant
My AI assistant can’t find the connection
Check that you added the connection and enabled it in your conversation. Look for the name you chose during setup.
Banks and accounts
I can’t connect my bank
Check that you chose the right bank and completed its sign-in process. Try connecting the bank again.
Can I connect the same bank more than once?
You can only have one active connection to each bank at a time. If the bank is already connected, adjust the accounts on that connection. To connect the same bank again, disconnect the existing connection first.
Which banks are supported?
Available banks are shown when you connect a bank in your Monaio account. The selection depends on your country. Log in and choose your country to find your bank.
Transactions and updates
My transactions aren’t up to date
Bank information updates periodically. Log in and check the bank connection. Sign in to your bank again if access needs renewing.
If the problem is not described
Tell the user that the guide does not cover the problem. Do not guess about account status, bank data or Monaio features.