17.2 Sweep In - Delete

This topic provides the systematic instructions for user to delete or delink an account linked to a current or savings account for sweep-in.

To delete a Sweep In account:

  1. In the Link Deposits table, under the Action column, select and click delete icon against the account of which sweep-in linkage you want to delete.
    The Delete Sweep In message box with a message prompting the user to confirm the deletion appears.
  2. Perform one of the following actions:
    • Click Confirm to proceed with the deletion request.
    • Click Cancel to the deletion process.
  3. Perform one of the following actions:
    • Click Home to go to the dashboard.
    • Click Manage Sweep-In to navigate to the Sweep-In screen.