When you delete an institution connected to Plaid, all accounts and transactions tied to that account will be deleted. This action cannot be reversed, so be sure you perform this action with care.
If you do not want to lose your transaction history, please convert the institution to a manual account.
To delete your financial institution:
- Go to the Accounts screen
- Click the card of the account you want to delete.
- Click the three dots in the upper right-hand corner of the screen.
- Click the name of the Institution under the Account name
- Scroll to the bottom of the Institution Settings screen, click Delete, and follow the prompts.