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.
Review or change investment information in the Portfolio Manager
Delete an account from the Portfolio Manager