Delete a Fund Advisor*

Written by Dana Kinsey

Last published at: May 1st, 2019
  • Choose Fund Advisors from the Home Page under the Non-Profit column
  • Select the ID number beside the Fund Holder you wish to delete
  • Select Delete from the lefthand side of the screen

  • You will be prompted to verify yes or no that you wish to delete the Fund Advisor

Once deleted, the Fund Advisor will no longer be in the system as a Fund Advisor and will not be able to access the Fund Manager page using the unique link. However, their Profile will remain in Profiles.