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QWin 2017: Delete Web Portfolio

unknown

How do I delete a Web Portfolio? There is an option to delete and verifies that I want to delete. But doesn't delete it.

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UKR

In another post on this subject matter, Jim Harmann posted this:

here is how to delete a portfolio on investing.quicken.com:

1. log in to investing.quicken.com
2. on the investing home tab, click on Manage Web Portfolios and watchlists
3. find the portfolio you want to delete and click on Manage portfolio at the right. This will show the details of your portfolio.
4. At the top you will see Manage Web portfolio and the portfolios's name. Next to that, click on Edit name/currency
5. change the portfolio name to one with no spaces, then click on Save changes
6. Go back to Manage portfolios and Watchlists, you should see the renamed portfolio.
7. Click on the X next to the portfolio name
8. Confirm the deletion

After that is done and if you haven't done so already, please do not forget to deselect the option to update investing.quicken.com in One Step Update Settings.

unknown

I am not finding the option to Edit name or Currency.

q_lurker

You might see if this discussion helps -- https://getsatisfaction.com/quickencommunity/topics/how-do-i-remove-an-account-from-intuits-investin...
I am not sure the browser limitations are applicable currently, and there probably have been other changes -- but maybe?

ChrisHolzapfel

I'm also having this issue, I've tried IE and chrome, neither work. This is ridiculous we're still having an issue that's 3 years old!!!!

markus1957

In another post on this subject matter, Jim Harmann posted this:
here is how to delete a portfolio on investing.quicken.com:

1. log in to investing.quicken.com
2. on the investing home tab, click on Manage Web Portfolios and watchlists
3. find the portfolio you want to delete and click on Manage portfolio at the right. This will show the details of your portfolio.
4. At the top you will see Manage Web portfolio and the portfolios's name. Next to that, click on Edit name/currency
5. change the portfolio name to one with no spaces, then click on Save changes
6. Go back to Manage portfolios and Watchlists, you should see the renamed portfolio.
7. Click on the X next to the portfolio name
8. Confirm the deletion
After that is done and if you haven't done so already, please do not forget to deselect the option to update investing.quicken.com in One Step Update Settings.

No longer works. Manage is not available.

markus1957

OK, take a slightly different track- It used to be you could Add a new portfolio with exactly the same name and delete using red X; you still can delete, but do not return to the Manage screen, use the Delete link in the screen that created the new portfolio.

unknown

Having the same issue. I should NOT have to rename something just to delete it.

[removed - off-topic/rant]

Bill22

OK, take a slightly different track- It used to be you could Add a new portfolio with exactly the same name and delete using red X; you still can delete, but do not return to the Manage screen, use the Delete link in the screen that created the new portfolio.

Thank you markus1957 works like a charm.

unknown

OK, take a slightly different track- It used to be you could Add a new portfolio with exactly the same name and delete using red X; you still can delete, but do not return to the Manage screen, use the Delete link in the screen that created the new portfolio.

Worked.. until the next sync... then they came back.. AND I'm missing one of my Portfolios that I do want! The "Select accounts to view online" clearly has NO effect...

unknown

Works, but what a crazy workaround!

bobsully

Would have never figured this one out. Thanks!