How do I delete a future automatic investment plan?

1. Locate the client via the Quick search

2. In the vertical menu, under Account click Investing.

3. On the horizontal menu select Automatic investment plan.

4. Any Investment profiles that have been set up for the future will appear under Future automatic investment plan, you can select View to see past allocations.

5. If you wish to delete it, simply select View/Delete. You will be taken to another page to confirm the deletion.

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