Inspira Financial - SFTP

Onboarding Instructions

Step 1: Contact your Inspira Financial Relationship Manager to request your daily data files to be set up under a new SFTP ID connection on Inspira Financial's server.

Step 2: Once the setup is complete, Inspira Financial will provide you with your new SFTP credentials.

Step 3: Enter your Inspira Financial SFTP credentials in AccountView and aggregate your accounts.

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For detailed instructions on how to link accounts once you have your feed credentials, please refer to the following training video: Linking Accounts and Credentials with Direct Feeds