You can remove client access using the Manage Users app by right-clicking on the client's name and selecting the "Inactivate User" option.
As an advisor, you will be able to add and remove access to the platform at any time for any of your clients.
You can remove client access using the Manage Users app by right-clicking on the client's name and selecting the "Inactivate User" option.
As an advisor, you will be able to add and remove access to the platform at any time for any of your clients.