{"schema":"exacc.help.page/1","url":"https://exacc.au/help/link-bank-feeds-people-first/","title":"Connect People First Bank, Heritage and People's Choice business accounts to Exacc","description":"Bank feeds for a People First Bank (Heritage, People's Choice) business account: enable a nominated representative online, then connect in Exacc.","category":"Accounting","summary":"People First Bank (formerly Heritage Bank and People's Choice) sets up **nominated representatives** online: the business representative (the business signatory) enables them in the data sharing dashboard under **Settings › Nominated representative**. The representative then connects in Exacc as in [Connect your bank (bank feeds)](https://exacc.au/help/set-up-bank-feeds/).","lastVerified":"2026-10-29","apps":["app"],"processIds":["connect_bank_feed"],"start":{"label":"Open Bank Feeds","url":"https://app.exacc.au/{dbId}/bank-feeds-linked"},"menuPath":["Books","Banking","Bank Feeds"],"before":["The person who sets it up is the **Business representative** (People First calls this the business signatory or business account holder).","The nominated representative must meet the bank's eligibility rules for sharing: over 18, at least one account they can reach in online banking, and a valid mobile number.","The person who connects in Exacc must be the one the bank lets share the data. They need their own Exacc login with access to the business file and an Australian mobile number in their Exacc profile (in the form +614…)."],"steps":[{"step":1,"title":"Open the data sharing dashboard","body":["The business representative logs in to the People First Bank App or Online Banking and selects **Open Banking** (in Digital Banking: the **More** button, three dots, in the main menu, then **Open banking**)."]},{"step":2,"title":"Enable the nominated representative","body":["In the dashboard's **Settings** menu select **Nominated representative**, then enable the person who will share. Disabling them there removes them. The bank states no waiting time."]},{"step":3,"title":"Then connect in Exacc","body":["Follow [Connect your bank (bank feeds)](https://exacc.au/help/set-up-bank-feeds/): in the business file open **Books › Bank Feeds**, click **Connect a Bank** (**Connect New Account** once the file has connected accounts), search for **Heritage or People's Choice** (Basiq lists it as \"Heritage Bank Limited\" and \"People's Choice Credit Union\") and click **Approve** on Basiq's page.","Since 5 May 2026 the bank asks you to select **People First Bank and Heritage** when you choose your bank to share from. Choose the accounts and confirm; the bank verifies you with your mobile."],"url":"https://app.exacc.au/{dbId}/bank-feeds-linked"}],"sections":[{"heading":"See or stop sharing","body":["In the data sharing dashboard, select **manage** next to a consent. Business representatives and nominated representatives can switch individual accounts off within a consent, but only the business representative or the nominated representative who created it can withdraw the whole consent. You can also withdraw by Secure Mail in Online Banking, or call 13 11 82."]},{"heading":"Other banks","body":["The same set-up at other banks (Bankwest, ING and any other bank: see [Bankwest, ING and other banks](https://exacc.au/help/set-up-bank-feeds/#other-banks)):"],"list":["[AMP Bank](https://exacc.au/help/link-bank-feeds-amp/)","[ANZ](https://exacc.au/help/link-bank-feeds-anz/)","[Bank Australia](https://exacc.au/help/link-bank-feeds-bank-australia/)","[Bank of Queensland (BOQ)](https://exacc.au/help/link-bank-feeds-boq/)","[Bendigo Bank](https://exacc.au/help/link-bank-feeds-bendigo/)","[Commonwealth Bank (NetBank and CommBiz)](https://exacc.au/help/link-bank-feeds-cba/)","[IMB Bank](https://exacc.au/help/link-bank-feeds-imb/)","[Macquarie](https://exacc.au/help/link-bank-feeds-macquarie/)","[NAB](https://exacc.au/help/link-bank-feeds-nab/)","[Newcastle Permanent](https://exacc.au/help/link-bank-feeds-newcastle-permanent/)","[St.George, Bank of Melbourne and BankSA](https://exacc.au/help/link-bank-feeds-st-george/)","[Suncorp Bank](https://exacc.au/help/link-bank-feeds-suncorp/)","[Teachers Mutual Bank and UniBank](https://exacc.au/help/link-bank-feeds-teachers-mutual/)","[Westpac](https://exacc.au/help/link-bank-feeds-westpac/)"],"after":["We are adding more banks. If you have tips or instructions for linking a business account at another bank, please share them with us through our [contact page](https://exacc.au/contact/)."]}],"related":["https://exacc.au/help/set-up-bank-feeds/","https://exacc.au/help/bank-feed-stopped/","https://exacc.au/help/process-bank-feeds/"],"sources":{"owner":"People First Bank's","checked":"2026-10-29","links":[{"label":"People First Bank: Open banking","url":"https://www.peoplefirstbank.com.au/help-and-support/open-banking"},{"label":"People First Bank: Consumer Data Right policy (PDF)","url":"https://www.peoplefirstbank.com.au/-/media/project/peoplefirst/pfbwebsite/medialibrary/files/general/brochures/brc-8-14-1-consumer-data-right-policy.pdf"}]},"linkNote":"Links containing {dbId} open that screen in the business file whose id is dbId. A person can also open this help page with ?db=<dbId> to get the same links as buttons."}