---
title: Send an Open Banking Consent Request to an Existing Customer
description: Send an Open Banking Consent Request to an Existing Customer
---
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5 November 2025
# Send an Open Banking Consent Request to an Existing Customer
## Learn how to send an open banking consent request to one or more existing customers in Stryd, either from the customer list or from an individual customer record.
#### Overview
Sending open banking consent requests in Stryd allows you to securely request a customer's permission to connect their banking data. You can send requests to multiple customers at once or to a single customer directly from their record.
#### Steps
### From the Customers List
1. Click **Customers** and then **View Customers**.
2. Select the checkbox beside each customer you want to send an open banking consent request to.
- Example: Select customers who have not yet received a consent email.
3. Click **Request Open Banking Consent**.
4. Choose **Send Initial Consent Email**.
5. When the email template selection screen appears, choose the appropriate template.
6. Scroll down and click **Send**.
- The consent email will be sent to the selected customers.
### From the Customer Record
1. From the **View Customers** page, click on the customer’s name to open their details.
2. Go to the **Open Banking** tab.
3. Click **Request Connection**.
4. Confirm who you are sending the consent to.
- Optionally pre-select lenders before continuing.
5. Click **Continue**.
6. On the next screen, choose the desired email template.
7. Click **Send Email** to send the consent request.
#### When to Use / Common Scenarios
- When a customer’s open banking consent has expired and needs to be renewed.
- When adding a new open banking connection for an existing customer.
- When sending bulk consent requests to multiple customers at once.
#### Outcome
Once sent, your customer will receive an open banking consent email using the chosen template. They can follow the link in the email to complete the consent process.
#### Troubleshooting / Tips
- Ensure customers’ email addresses are correct before sending.
- Use filters in the **View Customers** list to quickly find those without a consent email.
- You can resend a consent request at any time if the customer has not yet completed it.
#### Support
If you need help, contact **support@stryd.au**.
---
### Quick Steps
- Go to **Customers \> View Customers**.
- Select one or more customers.
- Click **Request Open Banking Consent**.
- Choose **Send Initial Consent Email**.
- Pick a template and click **Send**.
- Or open a customer record, go to **Open Banking**, and click **Request Connection**.
- Confirm details, choose a template, and send the email.
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