Delete an investment account from Savings & Investments
Delete an investment account to permanently remove it from your file.
1 Go to the Savings & Investments Accounts place.
How?
1 On the
navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click
Planner.
2 Click Lifetime Planner.
3 In the left pane, click Savings & Investments.
4 In the left pane, click Accounts.
2 Click the account you want to delete.
3 Click Delete.
All transactions and contributions associated with the account will also be deleted.
What if I just want to take it out of my plan?
DonÆt delete it ù that will get rid of it in the Account Register, too. Instead, check the Exclude from Lifetime Plan option to temporarily remove it from your forecast.