To delete an assistant

1. In the left navigation pane, click Home. Morningstar Office's home page opens.

2. In the left-hand column, click Settings. The Settings page opens.  

3. Under Personal Settings, click Assistant Management. The Assistant Management dialog opens. Your assistants are listed.

4. Select the assistant you want to delete by checking the box to the left of the assistant's name.

5. Click . The assistant is deleted and no longer has access to the subscriber's Morningstar Office data.

Note: If the number of advisors associated with the deleted assistant is now zero, then the assistant will be unregistered and deleted from the Morningstar Office database.