How do I delete several accounts listed in my portfolio online. How do I do that?
Bruce8
Member ✭✭
How do I do it?
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Comments
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Hello Bruce. Appreciate your question.
We need more information in order to help you: https://community.quicken.com/discussion/7307115/add-your-quicken-information-to-your-posts-plus-how-you-are-connected-to-the-internet
Thank you in advance.
Respectfully,
~ Quicken Harold.Quicken Harold
Community Moderator0 -
Okay.
I am physically connected to the internet via Spectrum.
I use Microsoft Edge, or Google, or Mozilla Firefox as browsers. Primarily Edge.
I have only recently begun to use Quicken Subscription version
I don't how, but on the Quicken.com home page under the "Sign" drop down selecting "Investment Portfolio" I see many account listed that only used to reside in my desktop computer version of Quicken 2016.
I know I am bound to have done something to cause them to be there.
I don't want them there. I want to correct my mistake and delete them all.
How can I do that?
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When it comes to interacting with you, I don't know what I am doing. I hope the previous post helps and is what Harold was talking about.0
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Hello Bruce. I appreciate your information.
I would reach out to Quicken Support and allow one of our Windows techs to look into this issue for you and get things working for you. Please request a screen share.
Hope this helps.
~ Quicken Harold.Quicken Harold
Community Moderator0 -
Bruce said:How do I do it?
Accounts may be added or removed from the Online Portfolio at www.investing.quicken.com by opening the Quicken product on your desktop computer and going to the Edit tab and Preferences menu.
In the Preferences window, select "Investing.Quicken.com portfolio" and on the right side will be the option to add/remove accounts.
I hope this information is helpful and please let us know how it goes with removing the accounts.
Thank you,
Sarah
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Thank you Harold and Sarah.
I accidentally discovered that within investing.quicken.com there is a "Manage Web Portfolios & Watchlists" tab. I was able to delete all the incorrect accounts.
Using Sarah's instructions I now have only the accounts I want there uploaded and updated.
Thank you, I consider this issue closed.
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Hi Bruce,
I'm glad to hear that you were able to correct the accounts and appreciate your taking the time to post back with the update
Sarah
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This discussion has been closed.