Delete a client risk assessment

You can delete client risk assessments that are in progress and not yet completed. You can't delete completed client risk assessments.

  1. On the menu bar, select Clients.
  2. Select the client then select the AML tab. 
  3. In the Risk assessment panel, select Delete.

If you don't see the Delete option, check the status. You can't delete completed client risk assessments, only those that are in progress.