How to archive a financial institution

If you register a financial institution but end up canceling your service or it no longer exists, you can continue to keep the financial information in your Moneytree account by archiving the connection with the steps below.

For iOS
1. Tap the icon at the upper right corner of the Account Balance (orange) screen.
2. In the 'Vault' screen, tap the name of the financial institution that you would like to archive.
3. Tap 'Archive / Delete'.
4. Toggle 'Archive' to on and enter your passcode.

For Android
1. Tap the 3 dots icon at the upper right corner of the screen and select 'Connection Settings'.
2. In the 'Connection Settings' screen, tap the name of the financial institution that you would like to Archive.
3. Tap 'Archive / Delete'.
4. Toggle 'Archive' to on and enter your passcode.


If you still need help with Moneytree, 
or have any questions about the service, please contact [email protected]