Who can remove an advisor from an agency?
Only an agency owner or admin can remove an advisor from an agency. Advisors cannot remove themselves from an agency directly.
If you've switched host agencies
Ask your previous host agency to remove you from their Tern team. They can do this from their Team Management page.
If your previous agency is unresponsive, contact Tern support and we'll help disconnect your account.
Change your default agency (if applicable): Go to Settings > Agency Details, find your new agency, click the three-dot menu, and select Set as default.
What happens when you're removed
You keep access to trips you personally created.
You lose access to shared agency workflows, templates, and other collaborative resources.
You must have an active Tern subscription to continue accessing your own trips.
Your previous agency retains access to shared trip data, including credit card authorizations and terms and conditions from those trips.
Important
Changing your default agency does not revoke your previous agency's access to your data. You must be formally removed from the agency for access to be severed.