Skip to main content
All CollectionsAccounts
Handling Joint Bank Accounts
Handling Joint Bank Accounts

Managing joint bank accounts and handling duplicate transactions.

Roger avatar
Written by Roger
Updated over 2 months ago

If you have duplicate accounts in Copilot due to multiple connections with the same institution (for example, if you're sharing a Copilot account with a partner or using both personal and business credentials for the same institution), you can safely delete one of the duplicated accounts without any issues.

This can be done by tapping on one copy of the joint account, tapping on the menu button in the top right corner of the account view, and tapping Delete account.

πŸ‘‹ Still have questions? Contact us via the in-app chat.

Did this answer your question?