Vylo

How do I disconnect or remove a bank?

Remove a connected institution from Accounts.

Removing a bank stops new updates through that connection. An institution can include several accounts, so check the account list before confirming.

If the bank simply needs you to sign in again, use Reconnect instead.

Does this cancel Vylo?

No. To stop subscription renewal, cancel your plan. To close your account and remove its data, use account deletion.

On the web

  1. Find the institution

    Open Accounts and check the accounts listed under the institution you want to remove.

    Vylo on the web: Find the institution. The relevant control is outlined.
    Find the institutionTap to enlarge
  2. Open the disconnect options

    Click Disconnect beside that institution.

    Vylo on the web: Open the disconnect options. The relevant control is outlined.
    Open the disconnect optionsTap to enlarge
  3. Decide what happens to imported data

    Read the confirmation. The additional checkbox removes imported transactions and changes their category totals. Confirm with Disconnect bank only when that is what you intend.

    Vylo on the web: Decide what happens to imported data. The relevant control is outlined.
    Decide what happens to imported dataTap to enlarge

On iPhone

For a full bank disconnection, sign in to Vylo in your browser and follow the web steps. The iPhone Accounts screen shows connection status and offers repair when a bank needs attention.