Disconnect a client's account

To disconnect a client's account, go to the Clients section on your dashboard. Find the client for whom you want to disconnect an account for and click on the View client button beside their name.

Then, locate the connected account you wish to remove and click on the trash button next to it.

This will prompt a confirmation dialogue to ensure that you want to proceed with the removal. Click Delete.

Afterward, your client will receive a notification informing them that the connection to their account has been removed and that you no longer have access to their data.

You have successfully disconnected your client’s account.