How to Delete a Profile
Advisors can remove a client directly from the dashboard by following these steps:
Navigate to your Advisor Dashboard.
Locate the client and click the three dots on the right side of their profile.
Select Delete Client from the dropdown menu.
Review the confirmation message and type the word DELETE in the text box to execute the removal.
If a profile cannot be removed for any reason, please contact support@wealth.com with the client’s name and the email address associated with their profile.
Impact of Deletion by Account Status
The results of deleting a profile depend on the client's current status:
Active Status: The client will immediately lose access to the platform. All associated data and stored documents will be permanently removed.
Note: It is recommended that advisors notify active clients in advance so they can download or print their documents before the account is deleted.
Invited Status: This permanently removes the profile from your dashboard and revokes their pending invitation. If you wish to work with them again, you must create a new profile and send a new invite.
Not Invited Status: The profile is removed from your dashboard along with any integration links. You will need to re-link any integrations if you recreate the profile in the future.
When a client profile is deleted, information cannot be restored after the deletion is complete.