How to Hide, Ignore or Remove Duplicate Accounts

This How-To explains how to hide accounts that shows up within 2 different financial institution accounts.

Written by Martin Leclair
Updated on May 26, 2020

How to Ignore an Account

Go to the dashboard on the Wealthica Desktop app
Scroll down to the list of financial institutions
Hover your mouse on the selected financial institution
Some links will show up under the institution name

Click ACCOUNTS
In the Accounts Window, click the Ignore checkbox next to the account you want to hide/ignore

Limitations

This operation is possible only on Wealthica's Desktop App at this time and not available on the Android and iOS mobile apps. You can login to the Desktop App with your Mobile credentials, apply the change and then it will be visible within the Mobile Apps too.