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.
Step 1: Send the link
- Go to your Dashboard > Data > Accounts.
- Locate the account closure link in the Close account tile.
- Click-to-copy the link.
- 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.
Also available
Send a link to close an accountUsing the API