How do I manage or update a financial institution/bank/credit card connection?

From the “Review your accounts” page you can select a previously connected account.

If you’ve established a Financial Institution/bank/credit card connection, you can manage this connection and the visibility of accounts within the connection modal. 

• Click the green “Add New” button. 

• Next, Click the “Review” button under the Connections.

• From the “Review your accounts” page you can either select “Add another bank” or select a previously connected account. 

• To manage/update an account click on one of the current connections.

• In the “Update accounts” view, you can select/deselect accounts or remove the Financial Institution connection entirely. 
• Once you select/deselect an account, click the “Save” button to save your changes. 
• If you want to remove the Financial Institution connection, click on the “Remove bank” button.