Reconnect, disconnect, hide or delete an account

Reconnect a bank

Banks ask you to sign in again from time to time. When that happens, a banner says the bank connection needs reconnecting, with a Reconnect bank button, and the account shows a warning sign.

1. Go to Settings, then Banks & accounts (or follow Reconnect bank on the banner).
2. Select the warning sign next to the account and choose Reconnect.
3. Sign in to your bank again.

Reconnecting uses the same connection, so your accounts and history stay as they are. If the bank login was removed completely, it cannot be reconnected; add the bank again with Add Account.

Disconnect an account

Open the account (the pencil) and choose Disconnect account. New transactions stop coming in; its history and balance stay in your books. Other accounts at the same bank keep syncing. Reconnect account turns it back on.

When you disconnect the last account on a bank login, that login is removed from Plaid. It cannot be reconnected after that; add the bank again instead.

Hide an account

Hide an account you no longer use, such as a closed card: open it (the pencil) and choose Hide account.

• It leaves your account lists, the account filter on Activity, and the account totals on the dashboard.
• Its transactions still count in your profit and loss, and a connected account keeps syncing.
• It stays listed in Settings, under Banks & accounts, marked Hidden. Unhide account brings it back.

Delete an account

Delete account removes an account for good, and only works when it has no transactions. An account with transactions is part of your books, so hide it instead.

On your phone

The iPhone app shows your accounts and balances. Connecting, adding and changing accounts is done on the web.