Delete an existing WealthPoint search process

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.

 

 

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