How do I delete a portfolio?

Megan Crowley -

If you wish to remove a portfolio (either Manual or Synced), you can do so directly from your App. To start, go to your "settings" tab on the bottom right-hand side of your screen. 

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Once you are on the Settings page, you will select the Accounts tab.

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Once you are on the Accounts Portfolio Screen, just tap on the 3 dots next to the portfolio you would wish to delete. 

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You would be given a selection of choices, one of which being "Delete Portfolio". Select this option and follow the prompts to remove the portfolio. This will work with both Manual and Synced portfolios. 

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If you are looking to cancel a Managed account, please see the article here for instructions. 

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