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Level 1

How do I disconnect an account?

1 Comment 1

How do I disconnect an account?

Hello there, Ferguson,

Before disconnecting the account, make sure to add the transactions. Transactions in For Review tab will be deleted.

Follow these steps below to disconnect an account:

  1. Click Banking on the left pane.
  2. Click the pencil icon of the account.
  3. Select Edit account info.
  4. Check Disconnect this account on save box.
  5. Save and Close.

Stay in touch with me if there's anything else I can help you with.

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