Remove securities from MD, not from account

sec_guy_32's Avatar

sec_guy_32

10 Feb, 2018 03:06 PM

In the course of setting up online updates, my Fidelity Netbenefits account acquired securities I don't own. Maybe a few of them look familiar to previous Fidelity accounts, but I no longer them own them. I have removed them from the Fidelity account, however when I use the Security Price Entry extension, they are listed.

How can I remove securities I don't own, and are not associated with an account, from MD?

TIA

  1. 1 Posted by derekkent23 on 10 Feb, 2018 04:52 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Try TOOL -SECURITIES highlight the subject security and click “-“.
    Provided the security does not exist in any of your investment accounts it should allow to delete.

    Hope this helps.

  2. 2 Posted by sec_guy_32 on 10 Feb, 2018 05:02 PM

    sec_guy_32's Avatar

    That fixed it and indeed, I had seen those + and - keys previously on various windows. I just need to get used to these graphics or find a theme with enough contrast for these old eyes.

    Thank you.

  3. sec_guy_32 closed this discussion on 10 Feb, 2018 05:02 PM.

  4. Tom Freeman re-opened this discussion on 10 Feb, 2018 05:55 PM

  5. 3 Posted by Tom Freeman on 10 Feb, 2018 05:55 PM

    Tom Freeman's Avatar

    I am also putting in a suggestion ticket to allow the security price entry extesnion to allow an option to show only securities owned.

    Tom Freeman
    Infinite Kind Support

  6. System closed this discussion on 12 May, 2018 06:00 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac