Unlinking Linked Accounts

REI Hub offers the ability to securely connect to many banks and financial institutions via one of our integrated data providers, Plaid and Yodlee. Occasionally, you may want to remove one of these connections. Existing data will remain, but unlinking an account will prevent further imported transaction data from being imported. Unlinked accounts can be deactivated or used as manual accounts.

To unlink your linked account:

1) Navigate to the Banking page

• It is under Accounts on the left side menu.

2) Click the Edit pencil next to the account name of a linked account

3) Click the 'Unlink account' button

• Your account will be unlinked from REI Hub. No further transactions will import automatically. Existing data will remain in a manual account.