Once you’ve connected with a FinPro, they will appear under your FinPro list. To remove a connection, simply follow the steps below.
1. Log into Wealth99 and navigate to the 'Account' section in the left-hand side menu.
2. Select the “Financial” tab and then 'FinPro'.
3. Locate the one you would like to remove and click “Remove FinPro”.
4. Click “Confirm”.
5. Your FinPro was successfully removed.
Important
Upon removal, the FinPro will receive notification of this action.
Check here to see how you can reconnect with a FinPro.