You can delete an account or accounts from either the Client Management tab or the Portfolio Management tab.
To delete an account from the Client Management tab:
In the left navigation pane, click Client Management. The Client Management tab opens.
Double-click the Client for whom you would like to delete an account or accounts.
The client window displays listing the Client Accounts. Select one or more Accounts for deletion by checking the box to the left of the account name.
From the Action menu, point to Edit, then click Delete Account.
A message will appear asking you to confirm that you do want to delete the selected account. Click OK. The account is deleted.
To delete an account from the Portfolio Management tab:
In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.
In the left-hand column, click Accounts. The Accounts spreadsheet opens.
From the Accounts spreadsheet, select the account or accounts you want to delete by checking the box to the left of the account name.
From the Action menu, point to Edit, then click Delete Account.
A message will appear asking you to confirm that you do want to delete the selected account. Click OK. The account is deleted.
Tip: You may delete multiple accounts at a time.