How to edit or delete a savings account

Go to the "Savings Accounts" section of your Invvest account by clicking here.
Scroll down to the list of your savings accounts. On Desktop, hover over a savings account, and you will see three small dots appear at the end of the row.
On mobile, click on a savings account, and you will see three small dots in the "Key Info" section.
Click on them, and you will see the options to Edit and Delete.

If the savings account is synchronized, you will not be able to modify the bank name and balance, as they are retrieved and updated through synchronization.

You will only be able to modify the type of savings account, the account name displayed on Invvest, the interest rate, and the tax rate.

If the savings account was added manually, you will be able to modify all the information.

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Help Center

How to edit or delete a savings account

Change the details of a savings account or delete it