If you need to delete a client plan from your client list (found within the Advisor Portal > Clients tab), you can do so by hovering your mouse over that client's name, and then clicking the 'x' icon that appears to the far right:
Within the confirmation pop-up that appears, click Delete to remove that client from your book of business in RightCapital.
If you ever delete a client plan by mistake and need it recovered, please reach out to RightCapital Support.
