Archiving a Connection

Reveal Markets works with Plaid to manage our customer's banking connections to ensure all information is secure. Because of this there are times that a customer's connection needs to be updated and re-linked. This can result in multiple connections and cause confusion, so Reveal Markets decided to add an "Archive" feature. This feature gives the ability to hide all previous transactions, but ensures that the matches are not removed.

Steps

1. Connections
2. Archive Connection

Connections

Getting to the connections page within Reveal Markets...

1. Purchases
2. Connections

Archive Connection

To archive a connection...

1. Select the connection needing to be archived

2. Once selected, select "Archive Connection"