How to manage your connected accounts

 Where to find it

Tap your initials in the top-left corner of the app to access your profile and settings, then choose Financial accounts.

You'll land on the Your accounts screen, showing:

• The account nickname and the institution.
• The current balance.
• Refreshed X secs/mins/hrs ago in green when the connection is healthy.
• A pencil icon to rename the account.

What you can do from here

For each connected account you can:

• Show or hide it from Net worth using the toggle on the card.
• Manage consent — review or update what you've agreed to share with Welfie for that institution, or revoke consent.
• Update access — if an institution needs you to re-authenticate, the action banner on the card will show this option (see Why is Welfie asking me to reconnect?).
• Remove account — disconnect the account entirely so Welfie stops pulling data from it.

Removing an account

If you'd like to stop sharing data from an institution with Welfie:

• Open Financial accounts from your initials menu.
• Find the account card and tap Remove account at the bottom.
• Confirm.

The connection will end and Welfie will stop pulling new information from that account.  If you change your mind, you can reconnect the same account anytime — see How to connect a bank or financial institution.

If you can't see an account you've connected, the option you're looking for isn't appearing, or removing a connection isn't working as expected — message us in chat.