Deleting transactions from transactional accounts

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 the account from which you want to delete transactions. The account opens to the Holdings Summary page.

4. In the left-hand pane, click Transactions. The Transactions spreadsheet opens.

5. Check the boxes located to the left of the transactions you want to delete.

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

7. Click OK. The transactions are deleted.