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Remove a Money Manager

You can easily remove a Money Manager if that person no longer trades for client accounts. When you remove a Money Manager, all client accounts assigned to that Money Manager will be closed. Remember to move all cash and positions from the Money Manager-linked client account linked back to the client account before you remove a Money Manager.

To remove a Money Manager

1. Log into Account Management using your Master account username and password.
2. Click Settings > Money Manager > Administration.

3. Click the Assign Client Accounts tab.

4. Click the Remove link in the Action column for the Money Manager you want to remove.

For more information

• Users' Guide