How Do I Delete a Fund Management Billing Account?

A Funds Management Billing account may be deleted by anyone with an Admin role. This feature is useful if you accidentally created a billing account and realize you no longer need it.

Prerequisites:

• The billing account must have a $0 balance
• Billing account must not be in use by the Account or any Team
• Billing account must be Funds Management; deleting Subscription billing account is not supported

Deleting the Fund Management Billing Account

1. Starting at the Admin Profile select Billing Accounts
2. Find the Fund Management Billing Account you wish to delete and select Edit
3. In the top-right corner select Delete Billing Account