How can I delete an unnecesary Investment account?

David M

I set up an investment account that was only going to hold one asset. It now transpires that I have to record the two stapled assets separately rather than combined.

That means I have to open a new Investment account, that can hold multiple investments, and I need to delete the surplus to requirements investment account.

Fortunately, I do not have to many transactions to enter again.

GerryWinter

Give me a call late this afternoon and we will work thru it, also private sms me your customer id and pin

David M

I have just discovered that if you go to Investment Account - Overview Tab - there is a delete button available.

I could not find an "edit" button to change the single investment button to multople, another way to have resolved my problem.

Thank you, Gerry, for the assistance.