Skip to main content
Elements Help Center Help Center home page Help Center
Community My tickets Submit a ticket
Sign in
  1. Elements Help Center
  2. Onboard
  3. Onboarding FAQs

How do I delete the sample profiles that are in my account?

Abby Morton
Abby Morton
  • May 13, 2024 21:16

If you click into the client profile, there are three dots at the top-left-hand side of the page. Click that and then you can "delete client". 

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Related articles

  • Can clients upload documents?
  • How to clear your web browser's cache and site data
  • Data Needed For Elements
  • How can I generate a One Page Plan?
  • How can I download a client's financial statements or Elements reports from the web portal?

Comments

0 comments

Please sign in to leave a comment.

Articles in this section

  • My client didn't finish web onboarding. How can they pick up where they left off?
  • Incorporating Guaranteed Income Sources
  • How do I fix an unattached real estate loan?
  • How do I know who is invited to Elements?
  • How do I delete the sample profiles that are in my account?
  • Can clients upload documents?
  • Custom Client Groups
  • Invite Links and Multi-Advisor Firms
  • System Tutorials
  • My one page plan looks small, is that right?

See all 35 articles