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Removing or Disconnecting a Financial Institution
Managing your connected financial institutions in Pocket Plan is simple and completely under your control. If you no longer want an account linked—whether it’s outdated, closed, or temporarily unnecessary—you can disconnect it at any time in just a few steps.
Disconnecting a financial institution immediately stops Pocket Plan from syncing or updating data from that account.
Pocket Plan applies internationally trusted security practices to safeguard user data across different regions and financial institutions.
Step-by-Step: How to Disconnect a Bank or Financial Account
1. Go to Connected Accounts
From your Pocket Plan dashboard, navigate to Financial Info or Connected Accounts.
Here, you’ll see a full list of all banks, credit cards, and investment accounts linked to your profile.
2. Select the Institution
Find the financial institution you want to remove and click or tap on it to open the account options.
3. Confirm Disconnection
Select “Disconnect”, “Remove Account”, or a similar option.
You’ll be asked to confirm—once confirmed, the connection is removed instantly.
What Happens After You Disconnect an Account?
🔒 Account Data Stops Syncing
Once disconnected, Pocket Plan no longer receives updates from that institution. Balances and transactions will not refresh.
📊 Financial Reports Are Updated
Removing an account may affect:
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Net Worth calculations
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Budget summaries
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Cash flow and planning scenarios
This ensures your reports reflect only active, relevant accounts.
🔁 Reconnect Anytime
You can reconnect the same institution at any time by going through the secure linking process again.
Is Disconnecting a Financial Institution Safe?
Yes. Disconnecting an institution:
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Does not affect your real bank account
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Does not cancel or modify services with your bank
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Simply stops data sharing between Pocket Plan and the institution
Pocket Plan never stores your bank login credentials.
Common Reasons Users Disconnect Accounts
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Closed or inactive bank accounts
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Temporary budgeting or planning adjustments
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Switching banks or financial providers
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Cleaning up outdated financial data
Frequently Asked Questions
Can I reconnect a financial institution after removing it?
Yes. You can reconnect the institution at any time using the secure connection process.
Will disconnecting delete my Pocket Plan account?
No. Only the selected financial institution is removed. Your Pocket Plan account remains active.
Does disconnecting affect my bank account?
No. Disconnecting only stops data sharing. Your bank account remains unchanged.
Will my financial history be erased?
Disconnected accounts stop updating, but previously synced data may still appear in past reports.
Is this process available in all regions?
Yes. Users in Lebanon, the Middle East, and globally can manage connected institutions the same way.
