Advisor Help: How to Delete a Client

We recommend asking the client to delete their account by logging into the platform, going to the Account section, and pressing the Delete button.

This puts the onus on the client and allows them to copy any details/information they want before deleting.

If you want to do this yourself you can also log into the client account and do the same thing. The account will be disabled immediately and will be scheduled for deletion in 14-days.