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How can I delete an unnecesary Investment account?

David M
David M Member Posts: 81 ✭
in Personal Plus and Home & Business

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.

Answers

  • GerryWinter
    GerryWinter Accredited Partner Posts: 1,002 Personal Range Expert Personal Range Expert

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

    Gerry 0418907140 

    [email protected]

  • David M
    David M Member Posts: 81 ✭

    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.

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