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How to Remove a Custodian
How to Remove a Custodian

This article walks through how a custodian can be removed from your portal that has no payment or account information attached.

Tycarrian Godfrey avatar
Written by Tycarrian Godfrey
Updated over a month ago

Custodians can be removed by sponsors, from their portals, as long as the Custodian in question has no accounts or payments attached. If there is data attached to the Custodian, removal would have to be done by escalating to the product support team.


Step by Step Instructions:

STEP 1. Navigate to the Accounts section:

STEP 2. Click on the Custodians tab and select the Custodian you'd like removed:

STEP 3. Click the 3 vertical ellipses then select "Delete Custodian":


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