How to Remove Advisors

Reid Tattersall

7/19/2022 · 1 min read

If you no longer want to be connected to an advisor, you can remove your connection within BOSS.

  1. Click Advisor Settings Advisor Settings
  2. Click the Trash Can to delete your connection to the advisor. You can also click the Pencil to edit your accessibility to the advisor as well as your email preferences to this advisor. Manage connection
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