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How to Archive an Account

You can archive an account if you closed it, or a new connection has been made, so that you can keep your historic data. 

To do so, 
  1. Click on the institution at the bottom of the main dashboard page
  2. Click on Delete
  3. Click on "I closed my account and don't use it anymore"
  4. Confirm the check-box to "Past account data will be archived and preserved."
To view historic data, please make sure that archived institution data is set to show. To enable it, click on your profile photo on the top right>preferences>enable "Show deleted investments, assets & liabilities" and hit Save.

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