Financial Connections
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What is the process for disconnecting a financial connection?

  1. Log into your Docyt account.
  2. Click on the gear icon in the top right corner and select 'Financial Connections'.

3. To disconnect a financial connection, click on the ellipsis menu (represented by three dots) next to the financial connection you want to disconnect.Disconnect

4. Click on 'Disconnect'.
5. Clicking on 'Disconnect' will prompt Docyt to remove the connection from the financial institution connection center.

6. A confirmation message will be sent to you, asking if you want to disconnect the financial institution. If you choose 'Yes,' Docyt will disconnect the institution, and any mapped accounts will be put into manual mode. If you choose 'Cancel,' the popup window will close.

Screenshot 2023-07-03 at 4.39.56 PM