How do I add or remove accounts from an already connected bank/institution?

TimelyBills makes it easy to add or remove individual accounts from an already connected bank or financial institution.

Follow these steps:

1. Go to the Accounts section and tap on Connected Institutions.
   

2. Select the bank/institution you want to update.
   

3. Tap "Add or Remove Accounts"
   
   

4. You will be redirected to Plaid to follow the same secure steps used during the original connection process.
   (You’ll log in to your bank and select the accounts you wish to keep connected)

5. Once completed, any previously connected accounts that are not selected will be removed, and newly selected accounts will be added.