If I need to remove my partner, how do I update access?

If you need to revoke a connected partner’s access to your financial data, you have full control to securely do so at any point. Simply tap remove and follow the prompts to confirm.

Once removed, your partner will:

• No longer view transaction history, account balances, or budget details
• Lose access to your personalized financial dashboards and alerts
• No longer have access to any previously shared financial goals, interactions, or messages from your financial planner.

Your partner’s connected accounts will also be removed. You retain access to your financial data. We make information rights adjustments seamless so you feel empowered to add or remove shared access as needed.