removing securites
Good day! I have a bunch of securities that came in via a TD Ameritrade import. Please see attached.
I want to delete them because there is no detail info, like name, When I go to delete them, it says "Cannot delete currency that is in use."
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securities.png
25.9 KB
securities.png
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1 Posted by Blair on 28 Jun, 2021 12:17 PM
I found the toolbox. Ran it against one of the securities listed. It reports a transaction with a Zero 0.0 balance. I do not see that transaction. Is there a way to make it visible so it can be deleted?
2 Posted by Blair on 28 Jun, 2021 12:19 PM
never mind.... i found a way to delete right from the portfolio
Thanks!!!!!!
3 Posted by Stuart Beesley ... on 28 Jun, 2021 12:47 PM
Toolbox 🧰 +1 😃
Maddy closed this discussion on 28 Jun, 2021 01:00 PM.