Please contact Client Services and ask to be delinked from your financial advisor.
You will have two options for delinking from your advisor:
Option 1
Request a delink direct from Client Portal:
- Log in to Client Portal
- Click the User menu (head and shoulders icon in the top right corner) followed by Settings
- Click the Account Settings find the Account Configuration followed by Manage Account Linking
- Click the Delink Account and continue forward to confirm and sign the agreements
A delink request will process between 2 to 3 business days after confirmation.
Option 2
Request a delink by Authorization Form:
- For this option create a ticket by selecting Account Services as the ticket category followed by Account Configuration/Permissions,
- Then type "Delink Financial Advisor" as the subject.
To complete the delink request, the Authorization Form that was be sent to you, needs to be completed and returned along with all required documentation. Then a review of the form by Client Services needs to be completed before final approval. Requests approved will be processed on Fridays.
For this option create a ticket by selecting Account Services as the ticket category followed by Account Configuration/Permissions, then type "Delink Financial Advisor" as the subject. To complete the delink request, the Authorization Form that was be sent to you, needs to be completed and returned along with all required documentation. Then a review of the form by Client Services needs to be completed before final approval. Requests approved will be processed on Fridays.
Additional Information
- Creating inquiry tickets available in our Client Portal User Guides