You can remove your advisor at any time.
🌐 On Web
Click your profile avatar in the top-right corner of your member dashboard.
Select Account Info from the menu.
Click Members & Advisors.
Find your advisor’s name in the list.
Click the “X” next to their name to revoke access.
📱 On iOS
Tap the gear icon ⚙️ (top-right corner).
Tap Your Account.
Tap Members & Advisors.
Find your advisor’s name in the list.
Tap the “X” next to their name to revoke access.
Once removed, the advisor will no longer be able to view your fund or take any actions on your account.