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Disconnecting a Bank Account or Credit Card

Learn how to remove a bank account you’ve linked to Rocket Money

Chloe avatar
Written by Chloe
Updated this week

You can follow the below steps to completely unlink a financial institution from your Rocket Money account.

Unlinking a financial institution will remove all associated data from Rocket Money, including edited transactions and applied rules.

This information cannot be recovered if you relink your account.

If you're trying to troubleshoot connection issues contact the Rocket Money Support team for further assistance!


Removing a financial institution from the Mobile App:

  1. Select the Settings (⚙️) icon in the upper left corner of the app

  2. Select Linked Accounts from the side menu

  3. Tap Unlink to the right of the institution you want to disconnect

  4. You will see a message confirming that you want to unlink

    1. This message states that you will permanently lose all historic data, categorization and transaction edits, any alerts set for these accounts, and any in-progress subscription cancellations tied to this account.

  5. Tap Unlink My Account to get that disconnected.

Removing a financial institution from the Website:

  1. Select the Settings (⚙️) icon along the left hand sidebar

  2. Select Linked Accounts from the side menu

  3. Tap the three dots (•••) next to an account and select Unlink

  4. You will see a message confirming that you want to unlink

    1. This message states that you will permanently lose all historic data, categorization and transaction edits, any alerts set for these accounts, and any in-progress subscription cancellations tied to this account.

  5. Tap Yes, unlink to disconnect the account


Disconnecting a bank account will not cancel your premium subscription. Follow the instructions in this guide to cancel your Premium membership.

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