How do I deactivate an account from Online Services in Personal Plus once it has been activated?

DanielNeal
DanielNeal Member Posts: 10 Novice Member Novice Member

I had set up a bank account to receive the online feed from the bank but no longer wish to do so. I can't seem to now deactivate it for online services. The 'Delete' button in the Online Center is grayed out.


Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,379 Personal Range Elite Expert Personal Range Expert

    Go to the account right click on edit and go through to online banking and delete it through that way that may work. Call me if you wish

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • DanielNeal
    DanielNeal Member Posts: 10 Novice Member Novice Member

    Hi Gerry,

    The button on that screen is labelled "Delete Account". It appears to be the same button available on the General Information tab. Are you saying that this only deletes the link to online services and does not delete the whole account? I didn't click on it for fear that the account itself would be deleted.


  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,379 Personal Range Elite Expert Personal Range Expert

    Mine shows the same and I was frightened to delete it but I think if you did a back up first you could always restore it if that doesn't do what you wanted to do I think it only deletes the actual link to online banking

    Gerry id 6376

    Gerhard Winter

    Ph. 0418907140

    Reckon Store Next Door

    "Always at your Service"

    Email: gwinter0808@gmail.com

  • DanielNeal
    DanielNeal Member Posts: 10 Novice Member Novice Member

    No, as I feared, it deletes the whole account. I've restored from backup.

    I see no way to unlink it from Online Services...

  • Eric Murphy
    Eric Murphy Member Posts: 224 Reckon Star Reckon Star

    Apologies I can't add anything constructive but this is interesting.

    I was under the understanding there was online link to a financial institution in personal

  • DanielNeal
    DanielNeal Member Posts: 10 Novice Member Novice Member

    Eric,

    Yes, that is correct. There is no problem linking an account to a financial institution. The difficulty is that, once you have linked them, there appears to be no ability to unlink them.