For Clients
      Back to home
      1. Help Center
      2. FinPro
      3. For Clients

      How do I remove a FinPro connection from my account?

       

      Once you’ve connected with a FinPro, they will appear under your FinPro list. To remove a connection, simply follow the below steps.

       

      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”.

      How-do-I-remove-a-FinPro-connection-from-my-account_---015. Your FinPro was successfully removed.

       

       

       

      IMPORTANT

      Upon removal, the FinPro will receive notification of this action.

      Check here how you can re-connect with a FinPro.