Remove Clients – Capitect

Capitect gives advisors the ability to remove clients/households.

1. From 'Clients' -> Click on the name of the client

2. Click 'Edit' (On the right side of the 'Summary' section)

3. Click 'Delete' -> Confirm delete to remove the client

Note: When deleting a client, the client's accounts will remain under 'Integrations' > 'Data Sources'. Also, previously deleted clients can be undeleted from 'Clients' -> click 'View Deleted Clients' (on the right sidebar) -> click 'Undelete' for a specific client.

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1. From 'Clients' -> Click on the name of the client

2. Click 'Edit' (On the right side of the 'Summary' section)

3. Click 'Delete' -> Confirm delete to remove the client