- 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.