- Withdraw all money to your organization's linked bank account. Every Fund needs to be at $0 before the account closes.
- A Primary Admin goes to Settings → Organization and finds Close this account.
- Choose Ask to close the account, explain Why is it closing?, and choose Ask Devote to close it.
- Before you send it, the app shows what closing would do: transfers still moving, transfers not sent yet that will be canceled, and Fund changes waiting that will be declined.
- Devote contacts the Primary Admins before it closes the account. Until then, you can choose Withdraw request.
Devote closes the account once no money is still moving. Then:
- Members lose access to the organization in the app.
- Records aren't deleted. Contact Devote support for copies of statements and other records.
Still have a question? Email support@usedevote.com, or browse the Help Center.
