[Advisors] How to Delete a Client
Depending on the settings your Enterprise firm has established, please note that you may not see the ability to delete a client in your account! If this is the case, we recommend reaching out to your Home Office for more details and options.
- Want to edit a client's information instead? Check out this article: How to Edit a Client's Profile: Name, Email, etc.
When deleting a client it will remove them from our system, so they will no longer be able to log in. If the client has any unpaid invoices or active subscriptions, we'll prompt you to cancel them before the client is deleted.
You will still be able to view a deleted client's payment history under Invoices and Documents.
When you're ready to delete a client, there are two methods:
1). Locate the client on the main client page, and on their name, go to the dropdown at the right and click Delete Client.
2). If you need to remove subscriptions and invoices from within the client profile, then you want to delete it. Follow the next steps.
3). Locate the client in the main client page and on their name, head to the dropdown at right and click View Client for the specific client you want to remove
4) Next, Click Edit Profile (top left)
5). Click the Delete Client button
6). Click Yes, delete it!
7. If they have any ongoing subscriptions or open invoices, you'll be prompted to cancel them before continuing! (You'll find these displayed on the client's page -- any invoices with the red 'Cancel' button visible are those that need to be canceled.) Once you remove them, you can click Delete Client again.
7). Once the items are removed, confirm that you want to delete the client once more, click Yes, Delete it!
The message will be displayed once deleted.
Note: the client will not be notified if you delete their account. If they try to log in, they will receive a "Your account has been deactivated" message.
