Help Center

How to edit or delete a bank account

Change the details of an account or delete it

  1. Go to the "Current Accounts" section of your Invvest account by clicking here.

  2. Scroll down to the list of your accounts. On Desktop, hover over an account and you will see three small dots appear at the end of the row.

    On mobile, click on an account and you will see three small dots in the "Key Info" section.

  3. Click on it and you will see the options to Edit and Delete.

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

You will only be able to edit the account name displayed on Invvest.

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

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