I was fiduciary for my parents and managed their financial transactions as one of my wholesale clients. They are now both deceased and I want to remove them from my wholesale client list but I don't want to transfer the account to a personal account (there is no need to manage it any longer). I just want to totally delete it. How do I accomplish that?
Thanks for the response. Your response made me dig a little deeper because the only batch option that I had available was to "transfer billing to client" and there was no "Cancel" option. That is why I was initially confused. But I discovered that if I do transfer the billing, it takes the account out of my list and I am no longer billed for it. Which is what I was looking for.
Thanks again for the response. The account has been removed.