Smart Connect

How do I delete a financial institution connection in Smart Connect?

Visit the account overview page, and click the “Edit” or “Reconnect” button (depending on the current state of the connection), then select “Delete Connection.”



The account owner who established the connection and users with the role Partner Admin are the only users who can delete/remove a connection. This can be accomplished on the account overview page by clicking the “Edit” or “Reconnect” button (depending on the current state of the connection), then selecting “Delete Connection.”