When you remove a bank, Syndelo stops using it right away. It then disconnects the bank at the provider in a separate step, which Removed Bank Connections tracks. It appears on Bank Transfers (ACH) for sponsors and on the funding sources page for investors.
Steps
- Find the Removed Bank Connections panel. It only appears when there is something to track.
- Check the Status of each bank.
- Click Refresh to reload.
- If Retry Disconnection shows, click it and confirm. Sponsors also confirm their identity.
Status meanings
- Queued: waiting to disconnect at the provider.
- Processing: confirming the disconnection.
- Unknown: provider confirmation is pending. The bank stays disabled in Syndelo.
- Waiting Shared: kept open because another linked account or pending payment still uses the connection.
- Needs Attention: the disconnection needs review. Retry, then contact your workspace administrator if it does not clear.
- Completed: the provider confirmed the disconnection.
Good to know
- Retrying does not undo the removal. The bank stays removed either way.
- A warning about an unconfirmed attachment, deposit request, or login exchange includes a setup reference. Give that reference to your workspace administrator. Do not add the same bank again until it is resolved.
- To add a new bank, see Settlement Bank Accounts or, for investors, Add a Bank Account.
Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.
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Sign in to the shared demo workspace as a sponsor or as an investor. No signup, and nothing you do there sends real email or moves money.
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