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Audience:

Operators

Send a link to close an account from the Dashboard

Send the account's legal representative a Dashboard link so they can complete account closure themselves.

Suspended accounts

Only Swan can act on Suspended accounts. If the account status is Suspended, you can't initiate closure.

  1. Go to your Dashboard > Data > Accounts.
  2. Locate the account closure link in the Close account tile.
  3. Click-to-copy the link.
  4. Send the link to the account's legal representative.
Tracking closure

Keep track of the account closure process on Dashboard > Data > Accounts as the account status changes.

Step 2: Legal representative completes the process

The account's legal representative opens the link you give them, then logs into their banking app. They choose a reason for account closure, then consent to closing the account with Strong Customer Authentication.

To complete the process, the account balance must reach zero; the account is then closed within 30 days.