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Delete a bank or savings account

You have control over your synchronized accounts on Finary. You want to delete a connection or deactivate a particular account?

Written by Pierre-Luc Schaming

You can delete an account from Finary, whether it is synced with your institution or added manually, from that account's Settings tab. The deletion applies on all your devices.

This is also what to do for an account closed at your institution that still shows in Finary.

Delete an account on the mobile app

  1. Open the account from your portfolio

  2. Go to the Settings tab

  3. In the Delete my asset section, tap Delete, then confirm

Delete an account on the web app

  1. In Portfolio, click the account

  2. Go to the Settings tab

  3. Select the Delete section, click Delete, then confirm

Before deleting an account

  • Deletion is irreversible: the account and its transactions are permanently deleted.

  • If it is the last account of a synced connection, the connection to that institution is deleted too.

  • To remove all the accounts of an institution at once, delete the connection instead: Managing your connections from Linked accounts.

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