CONMANAGER002 — How to Delete Linked Bank Accounts for Connected Companies or Individuals

Last updated: August 26, 2026

This feature allows a manager account to delete linked bank accounts for their Connected company or individual downstream customers. Follow these steps:

  1. Search for the Account: Go to the Contacts menu and search for the company or individual account.

  2. View Linked Banks: Click on the Banks tab to view currently linked banks

  3. Delete a Bank Account: Click Delete next to the bank account you wish to remove.

Connected company account