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How do I delete the connected institution?

To delete a connected institution in Wealthica:

  1. Click on the institution you want to delete

  2. Select the Delete option

  3. You’ll be prompted with two choices:

    • Delete all history: This removes the institution and all of its data permanently (this action is irreversible)

    • Keep history: This removes the institution but retains its historical data

Choose the option that best fits your needs.


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