- Navigate to the Fund Advisors page from the Home Page under the Non-Profit column.
- Select the ID number beside the Fund Holder you wish to delete.
- Click Delete from the left-side menu.
- You will be prompted to verify yes or no that you wish to delete the Fund Advisor.
Once deleted, the Fund Advisor will no longer be in the system as a Fund Advisor and will not be able to access the Fund Manager page using the unique link. However, their Profile will remain in Profiles.