ACSISS Adviser
Breadcrumbs

Disconnect a client's account


image-20241230-024410.png

To disconnect a client's account, go to the Clients section on your dashboard. Find the client for whom you want to disconnect an account for and click on the View client button beside their name.

image-20250625-002251.png

Then, locate the connected account you wish to remove and click on the trash button next to it.

image-20250625-003401.png

This will prompt a confirmation dialogue to ensure that you want to proceed with the removal. Click Delete.

image-20250625-003504.png


Afterward, your client will receive a notification informing them that the connection to their account has been removed and that you no longer have access to their data.

You have successfully disconnected your client’s account.