Deleted Account Behavior in Plan

This account has been deleted from the Accounts area; you cannot view or edit the account. You have three options for how you want the account to behave in this plan: Keep the account in the plan, remove the account from the plan, or convert the deleted account to a generic account with the same market value. Keep it in the plan is the default.

  1. Select the behavior option for this account.

  2. Click OK.