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's portal:
- In the Partner Portal, go to Clients>Client List
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Locate the client and click the viewing eye to navigate to their client portal.
- In the Wealth area, find the SMSF or Portfolio and click on the item. Click the edit pencil.
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Once opened, click the ‘Delete’ icon on the bottom left of the screen.
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A confirmation box opens, click ‘Confirm’.
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In the Partner portal visit Configure>Integrations> View Funds. The deleted account will now display ‘Link’ under the 'Action' column.