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How to Close Your Link My Books Account

Understanding the process for closing your account and managing data deletion for trial and paid subscriptions.

Rachel Jones avatar
Written by Rachel Jones
Updated over a week ago

This article outlines the steps to close your Link My Books account, with specific guidance for both trial customers and paid subscriber.

When closing your Link My Books account or canceling your subscription, understanding what happens to your account and data is essential. Here's a detailed guide to help you navigate the process.

Subscription and Access Timeline

  1. Requesting Account Closure:

    • Your subscription will remain active until the next billing date.

    • After the billing date, your account will transition to read-only mode.

  2. Read-Only Access Period:

    • You will have 30 days of read-only access following your final billing date.

  3. Permanent Data Deletion:

    • At the end of the 30-day period, all your data will be permanently deleted from the Link My Books system. Ensure you download or save any important information during the read-only period, such as audit files or transactional data.

During the read-only access period, you can log into your account and review or export data. This 30-day window provides a critical opportunity to ensure all necessary data is saved before permanent deletion.

Closing Your Account: Different Processes

The process for closing your Link My Books account varies depending on whether you are on a trial or a paid subscription.

For Trial Customers

If you are a trial customer and wish to close your account, please contact our support team. You can simply request to close your account. If you also wish to have all your associated data immediately removed from our system, please make sure to include this request in your message, and our team will process it for you.

For Paid Subscribers

If you are a paid subscriber, your Link My Books plan will remain active and fully accessible until the end of your current subscription period (whether monthly or annually).

To process a cancellation and prevent automatic renewal of your subscription, you must notify our support team before your next renewal date. Your account will then be set to cancel at the end of its current billing cycle.

Data Deletion

Following the cancellation of any Link My Books account (trial or paid subscription):

  • Your account data is automatically deleted from our systems 30 days after your subscription end date. This grace period allows for any final data retrieval or reconsideration.

  • If you prefer to have your data removed sooner than the standard 30-day period, please submit a specific request to our support team, and they will arrange for expedited deletion.

  • During the read-only period, users are strongly encouraged to back up important data, such as audit logs and transactional details, as this data will no longer be retrievable after permanent deletion.

  • Consider extended implications, particularly if your account is linked with other financial platforms.

Exceptions and Inactive Accounts

Occasionally, inactive accounts may receive deletion notices if they do not access an active sales channel. To prevent this, you must log in within the notified period and link with at least one active sales channel.

Returning to Link My Books After Deletion

If your data has been deleted and you decide to return to Link My Books, note that you will need to create a new account. Unfortunately, previously deleted data cannot be recovered.

If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].

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