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How to Disconnect an Advisor from Your Account
Direct Answer
To disconnect an advisor from your Pocket Plan account, go to Advisor Connections, select the advisor you want to remove, and click Disconnect. The advisor instantly loses all access to your plan, scenarios, and shared data.
Key Takeaways
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You can disconnect an advisor at any time through Advisor Connections.
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Once disconnected, the advisor immediately loses access to your data.
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No information is deleted—the advisor simply can’t view or collaborate anymore.
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You can reconnect with the same advisor later by sending a new request.
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The process is quick (less than 10 seconds) and requires no confirmation email.
Why You Might Want to Disconnect an Advisor
Pocket Plan allows you to collaborate with financial advisors, but you always remain in complete control of your data.
Common reasons to disconnect include:
– You changed advisors
– You want to stop sharing sensitive information
– You no longer need professional guidance
– You want to restrict access temporarily
– You are reorganizing your financial planning team
Step-by-Step Instructions
1- Navigate to Advisor Connections
Log in to your Pocket Plan account and go to the Advisor Connections tab.
You will see a list of all connected advisors.
2- Select the Advisor You Want to Disconnect
Click on the advisor’s name or profile to open their connection details.
3-Disconnect the Advisor
Click Disconnect, Remove, or Delete Connection to end the data-sharing link immediately.
What Happens After You Disconnect?
Immediate Access Revoked
The advisor instantly loses access to your Pocket Plan.
No More Collaboration
All collaborative tools and shared scenario features are disabled.
Reconnect Anytime
You can reconnect by sending a new advisor request, which they must accept.
Frequently Asked Questions
Will the advisor be notified when I disconnect them?
No. Advisors do not receive notifications when you disconnect them.
Does disconnecting delete my financial data?
No. All your data remains intact and unchanged. Only their access is removed.
Can I connect to the same advisor again later?
Yes, you can reconnect anytime by sending a new connection request.
Can the advisor still see old scenarios after disconnecting?
No. All access is revoked immediately.
How long does the disconnect take?
It’s instant.
Why can’t I find the Disconnect button?
Possible reasons include a page refresh issue, wrong profile, or already-disconnected link.
Summary Block
This guide explains how to disconnect an advisor in Pocket Plan by going to Advisor Connections, selecting the advisor, and clicking Disconnect. The advisor immediately loses access to your plan and scenarios. Your data is not deleted, and you can reconnect at any time.
