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 on Portfolio Overview page

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

Cash Account settings

3 – Click ‘Delete Cash Account’.

Delete a Cash Account

4 – Click ‘Are you sure?’

Note: A deleted Cash Account cannot be restored.

Confirming deleting a Cash Account

Last modified on March 13, 2020 UTC

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