How can I remove an account from the portfolio section?

If you’d like to remove an account from appearing in your Portfolio tab, you have two options:

1. Reclassify the Account

Change the account’s group from “Investments” to “Other.”

This will remove it from the Portfolio view but keep it visible elsewhere in your dashboard for reference. Just click the pencil icon by the account in your Account Management page to reclassify that account. 

2. Delete the Account

If you no longer need the account at all, you can completely remove it by clicking the trash icon next to the account name.

Both of these actions can be done from your Account Management page.

To get there:

• Click the gear icon in the upper-right corner of your dashboard

• Select Account Management to view and manage your connected accounts

Let us know if you have any trouble — we’re here to help!