What happens to a user's clients and reports when they are deleted? :

What happens to a user's clients and reports when they are deleted?

Modified on: Thu, 14 Mar, 2019 at 3:35 PM

A delete is permanent and cannot be undone. On deleting a user the following data will be deleted permanently and cannot be retrieved.

Their clients
Their reports
Any custom providers, investments and advice options & reasons that they haven't shared with the team.

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