Disassociate a Linked Bank Account

Overview: This article will walk you through the steps on how to disassociate a linked bank account and link to another bank account. 

Steps:

  1. From the Navigation Pane select Manage Integrations under the MISCELLANEOUS drop-down.

  1. On the Manage Integrations page, select Manage Online Banking.

  1. Select the Trash Can icon next to the bank account that you want to remove and reassign to another account. 

  1. Select Yes, Remove on the pop-up window. 

  1. This has now unlinked the bank account that was originally linked. You can now select the correct Plaid Bank account from the drop down and the Import Date.