Under the "Actions" column > select the three dots and click "Remove from household". Alternatively, view the household, select the three dots on the member you want to remove and click "Remove from household".
Advisor Dashboard
- How do I remove a member from a household?
- How do I create a household?
- Can my associate access my advisor dashboard?
- Does Wealthsimple for Advisors (W4A) provide training to new advisors?
- What is the Activity Feed?
- Can I have my personal accounts and client accounts under the same login?
- How do I view my clients profile from my dashboard?
- Can I access my clients' statements and tax documents?
- Why can't I view my client's profile?
- Can I use tax software with your platform?
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