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.


  • 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'

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