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.
Related topics
Record an investment purchase, sale, or other transaction in the Portfolio Manager
Review or change investment information in the Portfolio Manager
Delete an investment in the Portfolio Manager
Delete an account from the Portfolio Manager
