Investments › Mark Investments for Deletion

Mark Investments for Deletion

Investments are deleted once the delete job for that investment type runs.

You can delete an investment if it has no associated transactions (posted or unposted).

See the Administration Guide for more information.

To mark an investment for deletion

1. Open Home, and from Portfolio Management, click the investment type.

   The list page for that investment type appears.

2. Select the investment you want to delete.
3. Click Mark for Deletion.
4. Confirm the deletion by clicking Yes.

   The selected investment is deleted and no longer displays in the list.