How do I delete an integration feed from a client file?

Once a client feed is coming in from a direct integration through the partner portal it remains in the client portal until the feed is deleted in the individual client account.

To delete a direct integration feed from an individual client account:

1. In the Partner Portal, go to Clients>Client List
2. Click on the viewing eye of the client you want to delete the feed for.
   
   
   
   
3. In the Wealth area of the client file, find the SMSF or Portfolio feed and click on the wealth item. Click the edit pen.
   
   
   
   
4. Once opened, click the ‘Delete’ icon on the bottom left of the screen.
   
   
   
   
5. A confirmation box opens, click ‘Confirm’ to delete.
   
                        
   
   
6. The Configure>Integrations> View Funds (of the Integration) will now display ‘Link’ in the MP Account status next to the SMSF or Portfolio you have deleted.