Help Centre

I am a Nominated Representative for an IMB business member, so why can’t I share CDR data about an account?

If you are a Nominated Representative but can’t share CDR data about a business account, it is likely that one of the eligibility criteria has not been met:

  • Business must be eligible for Open Banking
  • Business must have at least one open account
  • Nominated Representative must also meet the eligibility criteria (refer below)
  • Account must be CDR eligible:
  • Joint business accounts not eligible for CDR data sharing
  • Account must have been opened or closed less than two years ago in order to allow for CDR data sharing.

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