To edit or delete an investment account, follow these steps, depending on your account level.
Professional Portal Account Holders
- 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 Account Holders
- To add edit or delete investment accounts associated with your overall group account, follow the above instructions.
- To edit or delete investment accounts for the individual investors of your group or investment accounts associated with your overall group account, see How do I edit or delete an investment account in my Enterprise account?