A bank account can only be deleted by the Caruso Support team. To request a deletion, follow the steps below:
Step 1: Flag the Bank Account for Deletion
In the navigation pane, click Investing Entities
Select the investing entity you wish to update
Go to the Bank Accounts tab
Click the ellipsis (...) next to the bank account and select Edit
Change the account nickname to CARUSODELETE
Note: Only bank accounts flagged with the nickname CARUSODELETE will be actioned for removal by the Caruso Support team.
Click Confirm to save the change
This helps our data team easily identify the account in the database.
Step 2: Contact Support
Start a live chat with our Support team
Include the investment ID in your message and confirm that you would like the bank account deleted
Example chat message:
Hi Team, please delete the bank account for IE ID: [XYZ] that is marked with CARUSODELETE.
Step 3: Use an Alternative Bank Account
While your deletion request is being processed, you can continue using a different bank account. For guidance on adding a new account, please refer to the article Managing Bank Accounts.
If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.