How can I delete all securities.

Carlos Pironio's Avatar

Carlos Pironio

19 Feb, 2017 09:46 PM

to delete one security is telling me is in use. I don't have any more securities and what I see there they are old very old...

  1. 1 Posted by MS on 25 Feb, 2017 04:48 AM

    MS's Avatar

    Click the "Tools" dropdown menu, then "Securities".

    However, if you ever owned one of those old securities, you might want to keep it in the list. Since deleting it will likely mess up old reports, like net worth and others.

  2. 2 Posted by Carlos Pironio on 26 Feb, 2017 08:50 AM

    Carlos Pironio's Avatar

    I know how to get there …but this is my problem…not sure who/what is using this ..I just logging …go there … and…

    I used this securities about 4 years ago… not longer do any securities for the past 4 years..or more


  3. 3 Posted by -Kevin N. on 26 Feb, 2017 05:31 PM

    -Kevin N.'s Avatar

    Hi Carlos,

    So as to Delete a security, you must delete any and all transactions that involve the security (including Reminders, if any)

    You then must remove the security from any and all investment accounts that the security has been added to.

    HTH -Kevin N.
    (not a member of MD support)

  4. System closed this discussion on 28 May, 2017 05:40 PM.

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