Sometimes, it may be necessary to delete an investment account. This could be due to a wrong account type being created or if an investor decides to back out of investing. Accounts that have no investments, pledges, or any other associations can be removed from the Manager Dashboard.
To delete an account, follow the steps below:
Click Accounts from the Manager Dashboard
Locate and select the account that needs to be removed
Click Delete Account
Confirm the deletion by typing in DELETE ACCOUNT (must be in all Caps)
Click Delete Account
You cannot delete an account if it is a signer for an Entity/Trust, an owner of a Custodied account, or part of a Joint account.
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