If you need to delete a client plan from your client list (found within the Advisor Portal > Planning > Plans tab), you can do so by selecting the household in the list, and selecting the '...' icon next to the client's name!
Within the confirmation pop-up that appears, click Delete to remove that household from your book of business in RightCapital.
If you ever delete a household by mistake and need it recovered, please reach out to RightCapital Support.
