Close an Unlimited
account
Step 1: Submit closure request​
- Submit a request to Swan Support to close the account.
- Include the account ID of the account you need to close. You can also send a list of account IDs to close several accounts at once.
- Explain why you want to close the account.
- Additionally, make sure to tell Swan when you'd like the account to close. There are three options, explained in the following table.
Option | Explanation | Requirements |
---|---|---|
1 | Account closed in 60 days | None |
2 | Account closed on a specific date more than 60 days in the future | Share the specific date with Swan |
3 | Account closed on a specific date within fewer than 60 days | Provide signed document with consent from account holder (contractual evidence) |
- If you choose option 3, send Swan the contractual evidence.
- Contractual evidence is a document signed by the account holder stating that they agree to close their Swan account on the specific date.
- The document is required by law to close an account within fewer than 60 days.
Step 2: Swan reviews request​
Before notifying the account holder of their upcoming account closure, Swan confirms several details:
- If the account status is
Suspended
, the account holder is already communicating with Swan about the suspension. The same Swan team takes over account closure. - If the account balance is negative, Swan asks the account holder to transfer funds to their account so the balance reaches zero.
Step 3: Swan initiates account closure​
After reviewing the request, Swan initiates the actual account closure.
- Swan sends email notifications about account closure. Please review the section on email communications for precise details.
- Swan changes the account status to
Closing
after 60 days or on the specific date. - The account undergoes the closing process. Refer to the account statuses section for an overview of what happens while an account is
Closing
. - After the account status changes to
Closed
, Swan sends a final email to the account holder informing them that their account is officially closed. You may or may not receive the email as well according to your communication preferences.