Deleting a Cash Account

Content also available for tax entities or on our global site.

1 – On the Portfolio Overview Page, click on the Cash Account.

Cash account

2 – On the Cash Account page, click ‘Cash Account Settings’.

CA Settings

3 – Click ‘Delete Cash Account’.

Delete CA

4 – Click ‘Are you sure?’

Note: A deleted Cash Account cannot be restored.

Confirm CA

Last modified on March 30, 2023 UTC

Try Sharesight today
Track 10 holdings for free. Sign up for Free