How do I withdraw or remove access to a client account?

Withdrawing an access request

Access requests that are still pending in a parent's account can be withdrawn. To do so, 

1. Find the family in My Cases. 
2. In the row where you see the name of the parent in question, click on the three vertical dots.

3. Click Withdraw Pro Access.

    

Remove access to a client account

1. Find the family in My Cases. 
2. In the row where you see the name of the parent in question, click on the three vertical dots.
3. Click Remove access to this account to end access to a linked client account.