A client can remove or limit the accounts connected to Your Wealth via Yodlee.
To manage the connection or delink an account simply:
- Access the Your Wealth module
- 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.