How do I edit or delete an investment account?

To edit or delete an investment account, follow these steps, depending on your account level.

Professional Portal 

  • Go to Account Management.
  • Under the section for Investment Accounts, click the investment account name you'd like to edit or delete. 
  • Select the tab for Edit.
  • Type in your changes, as applicable.
  • Click "Save" to save your revised account name or "Delete" to permanently remove the investment account. 

Enterprise Portal


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