Investing Dashboard displays accounts that are dormant

Jim Stickler

The Investing/Dashboard view displays accounts that have been closed. I cannot find anywhere to edit these accounts. How do I remove them from the dashboard.
They show very small fractions of shares, I'd like to adjust these out.

Boatnmaniac

In the Dashboard view, customize the Accounts included in the Dashboard by clicking on "Select Accounts" to open a drop-down.  Then select "Custom..." and deselect the accounts you do not want included in Dashboard.  If you do not see those accounts, check the box for "Show (hidden accounts)" and you should then be able to see and uncheck those accounts.  Click "OK" and those accounts should no longer be shown in your Dashboard view.

Did this resolve the issue for you?

Jim Stickler

Thanks for the help. That solved the problem.

Boatnmaniac

You are welcome.  I'm glad it worked for you.

Boatnmaniac

In the Dashboard view, customize the Accounts included in the Dashboard by clicking on "Select Accounts" to open a drop-down.  Then select "Custom..." and deselect the accounts you do not want included in Dashboard.  If you do not see those accounts, check the box for "Show (hidden accounts)" and you should then be able to see and uncheck those accounts.  Click "OK" and those accounts should no longer be shown in your Dashboard view.

Did this resolve the issue for you?

Jim Stickler

Thanks for the help. That solved the problem.

Boatnmaniac

You are welcome.  I'm glad it worked for you.