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You can delete securities and other holdings you have added manually. You cannot delete securities that have been downloaded from a financial institution.

To delete a security

  1. Select the investment account containing the security or other holding you want to delete in the sidebar.
  2. Click Edit Holdings.
  3. Select the type of holding you’d like to delete from the tabs at the top of the dialog.
  4. Select the holding you’d like to delete.
  5. Click the Delete (–) button at the bottom of the dialog.
    • Note that while the holding is removed from the Edit Holdings dialog, it is not actually removed from your data file until the next step.
  6. Click Save to confirm the deletion.
    • Note that you cannot undo deleting a holding. If you accidentally delete a holding, you can add the holding back manually.
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