When you decide to no longer use ZoneReconcile's BankConnectivity or you are having a bank institution that that you are planning to close, it is important to ensure your account is fully removed from ZoneReconcile and that the associated access token is permanently revoked.
To protect your financial data, simply closing your bank account does not automatically revoke ZoneReconcile's digital access. You must complete the de-provisioning steps below to ensure all security tokens are invalidated.
To fully de-provision your account and revoke the initial access token, it is essential to follow the ZoneReconcile removal process described below.
Disconnect your bank
To remove the bank connection and revoke the access token, navigate to Setup > ZoneReconcile Setup > Connectivity API. Within the Connectivity API page, scroll further down to the Bank Accounts table. Click on 'Remove Bank Connection':
On 'Remove Bank Connection' click, the system will trigger the following popup confirmation:
On 'Remove Bank Connection' the system will automatically execute two actions:
- fully remove connectivity and
- revoke the access token
The process of off-boarding is now fully completed.
Remove the connection for a single bank account
If you are looking into only removing a single bank account, follow the instruction of the following link Remove the connection for a single bank account.