FAQCategory: ReportsHow to delete a Portfolio?

How to delete a Portfolio?

1 Answers

To delete a Portfolio, go to our Online Portal page and Sign In with your email and password. After that, click on the Portfolios tab and then on the Delete button for the desired portfolio. A message will appear saying “Are you sure you want to permanently delete the portfolio?” then click OK for the changes to apply.
You can also delete a Portfolio directly from the application, by going to menu File – Home – Portfolio. Click on the Delete button and then click OK in the message that appears for the changes to apply.

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