How do I delete a pending client account application?

Q: How do I delete a pending client account application?

ADVISOR PORTAL LOGIN To delete a pending client account application: Log into the Advisor Portal . From the Home page, click the Pending applications tab. Click on the “ Open ” link next to the application in question and select “ Delete Application ” on the next page. Additional Information Client applications in our Users' Guide.

Question

Accepted Answer

ADVISOR PORTAL LOGIN

To delete a pending client account application:

Log into the Advisor Portal.
From the Home page, click the Pending applications tab.
Click on the “Open” link next to the application in question and select “Delete Application” on the next page.

Additional Information

Client applications in our Users' Guide.