1. | From the Wealth And Ratings Data page, select the WealthPoint searches tab. |
Note: For information about accessing the Wealth and Ratings Data page, see Access Wealth And Ratings Data Page.
2. | In the WealthPoint search processes grid, select the process you want to delete. |
3. | Click Delete. A confirmation screen appears. |
4. | Click Yes. The process is deleted and removed from the WealthPoint searches tab. |