How to Remove Institutions

You can remove institutions by clicking on the institution listed at the bottom of the main dashboard page on the web app. Click on the institution name, and the button "DELETE" on the hover bar that appears.

You will be prompted to select whether to keep or delete historical data. If you're not sure, first archive the historical data. You can always delete historical data after.

On the mobile app, select the "Assets" tab at the bottom of the seven, tap on the institution and delete. You can keep historical data or delete it.

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