Removing/Limiting accounts in Your Wealth connected by Yodlee [How-Tos]

A client can remove or limit the accounts connected to Your Wealth via Yodlee.

To manage the connection or delink an account simply: 

1. Access the Your Wealth module
2. Click connect institutions

3. Search for the financial institution

4. Re-enter the login details and submit

5. Once the data connection is successful. You will be able to select which accounts/financial details you would like to include to be connected to Your Wealth from Yodlee. 

6. Tick on/off the accounts required> then save to finish. 

 

7. This should then remove the feeds that have not been selected.