How do I delete an account?

You have the ability to delete and archive accounts that you have manually added to PFM. However, at this time you cannot remove accounts that come over automatically. You will go through the process of adding an account in order to delete an account.

1. Access your accounts by clicking the three dots in the upper right corner and select ‘Link Account.’ Search for your financial institution, accept the Terms and Conditions, and log in using your user id and password for that institution.
2. You will be directed to the page listing all of your eligible accounts. Uncheck the account(s) you no longer wish to see. Click Submit.
3. The account will show under the Inactive tab. If you want to permanently delete the account, you will click on the Archive button.
4. Keep in mind that this will remove all custom tags, goals, etc. that are associated with this account.