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How to reset your income and assets

You may need to reset your income and assets if you are connected to the wrong bank.

Chelsea avatar
Written by Chelsea
Updated over a week ago
  1. Select the “Reset Income & Assets” button on the right-hand corner of the Income & Asset Summary box.

  2. Once you select that button, you will be prompted to confirm the reset. By clicking "RESET", you are brought back to the Verify Your Income and Assets page.

  3. Click "SELECT ACCOUNTS" to begin connecting your bank again.

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