Completely remove a security or mutual fund

Mary Barta

I need to completely remove all of my Oppenheimer mutual funds from my account; how do I do this?

Greg_the_Geek

You need to explain a little better about what you're trying to accomplish for us to give your a correct solution.

Sherlock

There are multiple approaches.  The best approach is dependent on what you're really trying to accomplish.  For example, you could use a placeholder to set the current balances of the securities to zero, sell all of the shares, or move all the shares to temporary account and then delete the account.