You may want to deactivate a client whose assets you are not managing. When you deactivate a client, their asset values do not show up in your assets under management.
To deactivate a client:
In the left navigation pane, click the Client Management tab, and then select Clients.
Select the client you want to deactivate (you can deactivate more than one at a time) by checking the box located to the left of the client name.
From the Action menu, click Edit, Deactivate. The client will be deactivated.