Removing a bank

Remove or disconnect a bank, what happens to its feeds and provider credentials, and how to reactivate within the grace window.

5 min read

On this page

Decide: remove the bank, or just pause its feeds?
Disconnect a bank
What happens after you disconnect
Reactivate within the window
Confirm it worked
Troubleshooting
Related guides

Removing a bank disconnects an institution from your workspace and stops it from powering any feeds. BankSync does this as a soft delete first: the bank is marked for deletion and stays recoverable for a short window before it is removed for good, so an accidental click is easy to undo.

Before you start

You need an Admin or higher role in the workspace (Viewers cannot disconnect banks). If the bank is still used by any feeds, disconnect is blocked until you remove it from those feeds first. If the bank is managed inside a client portal, only the client can disconnect it from their own Banks tab.

Open the bank, handle linked syncs, confirm the disconnect, and see the reactivation window.

Decide: remove the bank, or just pause its feeds?#

Disconnecting a bank is permanent once the window closes, and it eventually revokes the provider connection. If you only want to stop syncing for a while (for example, you are pausing a client or taking a break), do not remove the bank. Instead, turn off the schedule on its feeds and leave the connection in place.

Goal	Do this	Effect
Stop automated syncs temporarily, keep the connection	Open the feed, go to the Schedule tab, turn off "Automatically sync periodically"	Connection stays active, no provider revocation, you can still run manual syncs
Stop one feed but keep the bank	Delete the feed (see Managing feeds)	The bank stays connected and can power other feeds
Remove the institution entirely	Disconnect the bank (below)	Bank is soft-deleted, then permanently removed and its provider connection is revoked

Pausing keeps your data flowing later

A paused or unscheduled feed can be switched back on at any time with no reconnect. A disconnected bank cannot be reconnected to the same institution until after it is permanently removed, so prefer pausing when you are unsure.

Disconnect a bank#

Remove the connection

Open the Banks page
Select Banks from the navigation. Each connected institution appears as a card.
Open the bank
Click the bank's card to open its detail panel, which lists the bank's accounts.
Click 'Disconnect Bank'
The "Disconnect Bank" button sits at the bottom of the panel. Clicking it opens a confirmation dialog.
Read the confirmation, then confirm
The dialog explains that the bank will be marked for deletion and permanently removed at the end of the month, and that you can reactivate it before then. Click "Disconnect" to proceed, or "Cancel" to back out.

If the bank is still in a feed

When the bank is linked to one or more feeds, the dialog instead says it "is linked to existing syncs and cannot be disconnected until those syncs are removed" and shows a "View Linked Syncs" button. Use it to jump to those feeds, remove the bank from each (or delete the feed), then come back and disconnect.

What happens after you disconnect#

Disconnecting does not delete everything instantly. BankSync soft-deletes the bank so you have a grace period to undo it.

Grace window

The bank is marked for deletion and stays in your Banks list (greyed out, with a "Reactivate Bank" option) for about 30 days, until the end-of-month cleanup runs.

Feeds stop

Feeds that read from this bank stop receiving its data. Any feed that depends solely on this bank will produce no new rows once the connection is gone.

Credentials revoked

On permanent removal, the underlying provider connection is revoked (for example the Plaid connection is removed or the SnapTrade authorization is revoked). For Australian CDR banks you can also withdraw the data-sharing consent yourself at any time from your bank's data-sharing dashboard.

While the bank is in this state, its detail panel shows a "Bank Scheduled for Deletion" banner noting the date it was marked for deletion. Data already written to your integrations (spreadsheets, databases, Notion, Airtable) by past syncs is not touched by disconnecting.

You cannot reconnect the same bank until removal completes

Until the end-of-month cleanup permanently removes a disconnected bank, you cannot reconnect that same institution. If you might still need it, reactivate the existing connection instead of trying to add it again.

A disconnected bank card for Wells Fargo shown in a muted soft-deleted state with a Reactivate action available. — A disconnected bank stays reactivatable until the end-of-month cleanup.

Reactivate within the window#

Changed your mind? As long as the bank is still marked for deletion (it is still listed and greyed out), you can restore it with no reconnect.

Undo the disconnect

Open the bank
On the Banks page, click the greyed-out card for the bank that is scheduled for deletion.
Click 'Reactivate Bank'
In the yellow "Bank Scheduled for Deletion" banner, click "Reactivate Bank". The deletion mark is cleared and the bank returns to its active state.
Re-enable your feeds if needed
Reactivation restores the connection, but any feeds you removed the bank from must be pointed back at it. Check those feeds in the Feeds tab.

Reactivation counts toward your plan limit

Bringing a bank back re-adds an active connection, so it is checked against your plan's bank limit (1 on Starter, 5 on Standard, 15 on Professional, 30 on Business, unlimited on Enterprise; the Free plan allows 0 connected banks). If reactivating would push you over your limit, BankSync re-cancels it. Upgrade or remove another bank first. See Plans and billing for limits.

Confirm it worked#

You have removed the bank when:

The bank's card shows a "Bank is marked for deletion" or "Bank Scheduled for Deletion" state on the Banks page.
Feeds that read only from this bank no longer produce new data on their next run.
After the end-of-month cleanup, the bank no longer appears in your Banks list at all, and the provider connection has been revoked.

You have reactivated the bank when:

The "Bank Scheduled for Deletion" banner is gone and the card is no longer greyed out.
The bank shows an active state and its accounts are visible again in the detail panel.

Troubleshooting#

Common issues

"Cannot be disconnected": the bank is still linked to feeds. Open "View Linked Syncs", remove the bank from each feed (or delete the feed), then disconnect. No "Disconnect Bank" button: you may be a Viewer, or the bank is managed inside a client portal (only the client can disconnect it there). Reactivation rejected: reactivating exceeded your plan's bank limit, so the bank was re-cancelled; upgrade or free up a slot, then reactivate again. Need the bank back but the window has passed: once permanently removed you must connect it fresh from "Connect a new bank" and re-select your accounts.

Manage your feeds

Managing feeds and Scheduling feeds: stop syncs without removing the bank.
Reconnecting a bank: refresh a bank that just needs re-authentication instead of removing it.
Plans and billing: review your bank limit before reactivating.
Client portals: manage portal-owned bank connections, which only the client can disconnect.