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Offboarding of Investment Accounts

Flag investment accounts for offboarding so that they no longer trigger scoping and follow data retention periods.

  • Full Offboarding of the Investor: If an investor is offboarded in full, all investment accounts will be automatically offboarded.
  • Offboarding of a Single Investment Account: A button will be added to the investment account task that will allow for offboarding of a single investment account.
  • Data Deletion: A data deletion process will be set against the investment account. A data deletion journey will be automatically triggered for the account dependent on the deletion process.

User Guide Reference: Investment Account Configuration Guide