Delete a transaction from a Portfolio Manager
account
Deleting a
transaction removes all record of it from your portfolio. To keep
your records complete, it's usually better not to delete a
transaction. Instead, edit the transaction and correct any wrong
information.
If you do need to delete a
transaction:
- Go to the Portfolio Manager.
- If you see a plus sign (+) to the left of an
investment account, click it to see the investments.
- Click the name of the investment that has the transaction that
you want to delete.
- Click the transaction you want to delete, and then click
Delete.