Deleting holdings from an account

To delete holdings from an account:

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. Double-click on the account you want to delete holdings from. The account opens and defaults to the Holdings Summary screen. All the holdings are listed.

4. Select the holdings you want to delete by checking the box located to the left of the holding name.

5. From the Action menu, click Delete. A message will appear asking you to confirm that you do want to delete the selected holdings.

6. Click OK. The holdings are deleted.