If you would like to add certain accounts but do not wish you adviser to see them, these are able to be hidden. To do this you must make the connection 'Private'. To do this please follow the steps below.
Steps
- Go to the connections page
- Select the connection category of the account you would like to make private
- Next to the connection click the checkbox in the private column
- A success notification will appear on your screen to know this has made the connection private
- To undo this just untick the private column