Finance Works Delete Account

Deleting Your FinanceWorks Account: A Guide

Closing your FinanceWorks account is a straightforward process, although the specific steps can vary slightly depending on where you access FinanceWorks. FinanceWorks is often integrated directly into your bank or credit union’s online banking platform, meaning deleting your FinanceWorks account might be tied to closing your entire bank account. Therefore, the first step is to identify where you access FinanceWorks. Is it directly through your bank’s website or app, or is it a standalone application?

If FinanceWorks is integrated with your bank:

Deleting FinanceWorks usually requires contacting your financial institution directly. This is because your FinanceWorks data is linked to your primary account. You will likely need to:

1. Contact Customer Support: Call your bank’s customer service number or visit a branch. Explain that you want to remove or delete FinanceWorks access. Be prepared to answer security questions to verify your identity.
2. Inquire About Data Retention: Ask about their data retention policy for FinanceWorks data. Understand how long your financial information will be stored and whether it will be anonymized. Your bank’s privacy policy should provide this information.
3. Confirm Deletion: After initiating the request, confirm with the bank that the FinanceWorks access has been completely removed. You may want to log back into your online banking and check if the FinanceWorks tab or feature is still visible.

If FinanceWorks is a standalone application (less common):

If you accessed FinanceWorks through a separate platform, there should be a dedicated account deletion process. Look for these common options:

1. Account Settings: Navigate to the account settings within the FinanceWorks application. Look for options like “Close Account,” “Delete Account,” or “Terminate Account.”
2. Help Center/FAQ: Check the application’s help center or frequently asked questions section for specific instructions on account deletion.
3. Contact Support: If you can’t find a direct deletion option, contact FinanceWorks support via email or phone. Explain your request clearly.

Important Considerations Before Deleting:

• Back Up Your Data: FinanceWorks stores your financial data. Before deleting, consider exporting your transactions and reports to a spreadsheet or other format if you wish to retain a copy of your financial history.
• Cancel Subscriptions: If you pay a subscription fee for FinanceWorks (unlikely but possible), cancel your subscription to avoid future charges.
• Be Aware of Data Loss: Deleting your account will permanently remove your financial data from FinanceWorks. Ensure you have backed up any important information.

Deleting your FinanceWorks account ensures that your data is no longer accessible through the platform. Always prioritize contacting your bank directly if FinanceWorks is integrated with your existing banking services. Understanding the specific deletion process based on your access method is crucial for a smooth and secure removal of your financial information.