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.
- From the Navigation Pane select Manage Integrations under the MISCELLANEOUS drop-down.
- On the Manage Integrations page, select Manage Online Banking.
- Select the Trash Can icon next to the bank account that you want to remove and reassign to another account.
- Select Yes, Remove on the pop-up window.
- 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.