How to delete what-if plans in **AdviserGo**

To delete a what-if plan which you have already set up, open the client record then click the plan name in the top right-hand corner of the screen, next to the client name. 

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This will bring up a list of the plans in the client record. Click the name of the plan you wish to delete. Then click Delete.

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A warning message will appear, click Delete to complete the deletion.

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Further reading:

How to rename what if plans **AdviserGo**

How to add a what if plan in **AdviserGo**