Overview

- Delete a Client Relationship

Overview

If entitled, remove a client relationship from the platform. When you delete a client relationship, the platform removes all associations you established between the accounts and this client. While the client relationship is deleted, the accounts are not deleted.

You must be authorized to access all accounts associated with a client to perform the deletion.

Delete a Client Relationship

After you search for the client, the ability to delete a client can be found on the Client Summary window. (Client Summary)

1. On the Client Summary window for the client, select Delete Client.

   - A message prompts you to confirm the deletion.

2. Select Delete Client.

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