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Mclowd User Guide for SMSF Trustees

 

To Delete an Intermediary, click the MANAGE INTERMEDIARIES button on the TBAR menu.

 

Mclowd™ displays the Intermediaries list.

 

TBAR_deleteintermediary

Click the Delete link if shown.

 

 

No Delete link will display if an Intermediary is assigned to a Fund. You must Edit to unassign.

lib:\\Intermediarieslist_readytodeleteLC.PNG

 

When the list displays again, the Delete link will be displayed.

TBAR_deleteintermediary_bothshown

When you click the Delete link, Mclowd™ displays:

 

Intermediary_deleteSucceeded

 

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