Skip to main content

Xelda Payments Integration: Onboarding

Setting up the Big Red Cloud and Xelda Payments Integration: Onboarding

  • The onboarding steps can be done once the registration steps are completed.
  • The link to the onboarding page is:

Adding your bank:

  • First, click ‘Connect’ (on the right) and you can add your bank account.
  • It will give you a choice of either ‘Connect Live Banking Feed’ OR ‘Manual Connection’ (With Manual Connection you can add your IBAN with no live feed).
  • Connect Live Banking Feed
    • It will ask you to choose your ‘Country’ and your ‘Bank’.
    • You will then get a choice to:
      • ‘Scan QR Code to continue with your mobile banking app’.
      • OR to ‘Continue on Desktop’.
      • Choose the one you prefer and follow the onscreen prompts.
  • Manual Connection
    • If you click that ‘Manual Connection’ option, you will get a screen like the one below. Fill it in, click ‘Create’ and follow the onscreen prompts.

 Swan verification:

  • Once you have added your bank account, you can begin the Swan Verification.
  • For the person completing the process and carrying out the verification, they will need:
  • If this person is a director they will need their passport, but they don’t need to fill in the Power of Attorney form.
    • The ‘Declaration of Beneficial Owners’ (form attached below) is only required if the company is not on the Register of Beneficial Ownership.

Powered by BetterDocs

This site is registered on as a development site. Switch to a production site key to remove this banner.