- Help Center
- Tutorials: Advisors
- Managing Invitations
How do I cancel an invitation for one of my business owner clients?
How To Cancel An Invitation
From your Business Clients list, click the Invited tab.
Once you have identified the invitation you wish to cancel, click the Cancel button under the Action column.
Canceling an invitation will deactivate the link in the invitation email and the business owner will be unable to onboard.