[Maybank] How to Link & Unlinking Maybank Account with Financio (Singapore specific)

Pre-requisite Steps (Linking):

1. Ensure UEN is Set:
   • Login to Financio.
   • Navigate to: Control Panel → Company → Business Profile.
     
     
   • Ensure the “UEN” is correct (for SG users)

Steps to Link Maybank Account:

1. Login to Financio.
2. Navigate to Maybank Integration:
   • Go to: Control Panel → Integrated Apps → Maybank.
   • Click on the Connect button.
3. Confirm UEN (SG)
   • A pop-up will prompt you to confirm the “UEN”. Check the box and click Continue.
     
4. Login to Maybank:
   • You will be redirected to the Maybank login page. Enter your credentials and log in.
     
   • Log in using Business Internet banking credentials: Username, Password and Hardware Token OTP.
   • Final step is to authorise using transaction signing.
   • Multi-factor Authentication is through the Maybank hardware token.
5. Authorize & Link Account:
   • After logging in, click Proceed to Link.
     
6. Complete Linking:
   • Select the Maybank account(s) you want to link, confirm by checking the boxes, and click Confirm.
   • You may select up to 10 accounts for Maybank SG.
   • Once the authorization is complete, you’ll be redirected back to Financio.
7. Configure Account Mapping:
   • Go to Settings to map your accounts. Select the linked Maybank account and click Save.

Steps to Unlink Maybank Account:

1. Login to Financio.
2. Navigate to Maybank Integration:
   • Go to: Control Panel → Integrated Apps → Maybank.
   • Click on the Disconnect button.
3. Confirm Unlinking:
   • A pop-up will prompt if you want to proceed with disconnecting. Click Continue to unlink all Maybank accounts from Financio.
   • 

Done! You have successfully linked or unlinked your Maybank account from Financio.

More info about our partnership with Maybank SG can be found here: 
https://www.maybank2u.com.sg/en/business/local-enterprise/sme/sme-solutions.page