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 Bank Account
1) Navigate to the Banking page and click the Edit pencil next to the account name
2) 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.
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.