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 Actions > 'Delete Billing Account'