how to Delete a single Account from an Institution

ps56k

Is there a way to Delete a single Account from an Institution entry ?
It appears a couple of IRA accounts have been added twice -
once for each separate institution User ID - that have joint access to the IRA accounts -

Coach Natalie

@ps56k, thanks for posting your inquiry!

The steps to delete a single bank account can be found here, and are as follows:

1. Hover over the panel on the left-hand side and select Settings.
2. Select Accounts.
3. Locate the account you want to delete and click the three dots at the end of it.
4. Click Delete account, then click Delete again to confirm.

I hope this helps!

-Coach Natalie

ps56k

tnx - thought I had looked in the obvious place ….. yup - but no "…" at the end -

ps56k

DUH - worked fine - was looking at wrong place -