How can I close an unfunded account?

CLOSE YOUR ACCOUNT

The fastest way to close an unfunded account is to enter an account closure request through Client Portal:

  1. Log in to Client Portal
  2. Click the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Click the Account Configuration section
  4. Click on Close Account to launch the account closure page and submit your request

Please Note

  • If you take no action the account will eventually close on its own with no action required on your part.
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