Financial Accounts Screen Overview
In the Financial Accounts screen, there are 3 Tabs:
1. BankLINK Connections Tab:
a. Connect to a Financial Institution,
b. View Existing BankLINK Connections,
c. View / Edit Accounts for specific BankLINK Connection,
d. View Recent Activity or Remove the Connection for a specific BankLINK Connection.
2. Financial Accounts Tab:
a. View Transaction Summary,
b. Edit Account,
c. Unlink Account.
3. Deactivated Accounts Tab:
a. View Deactivated Accounts,
b. View Transaction Summary for Deactivated Accounts,
c. Reactivate Deactivated Accounts,
d. Delete Deactivated Accounts & Transactions.