How do I delete a holding from my manual portfolio?

George -

To DELETE a holding from a manual portfolio:

1. Log into your SigFig account and click on the Holdings tab in the top center of your screen.

 

 

2. Click on the downward arrow (1) to the right of the portfolio you want to edit and select "Edit Portfolio" (2) from the dropdown. 

4. Place a checkmark in the "Delete" column next to every holding you would like to remove. 

 

5. Press SAVE when you have all of the proper holdings selected. 

6. Finally, confirm that you would like to delete this holdings. Please note that we cannot restore any holdings once they are removed. 

 

 

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