Investing Dashboard displays accounts that are dormant

Jim Stickler
Jim Stickler Member ✭✭
edited May 18 in Investing (Windows)
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.

Best Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    Accepted Answer
    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?
    (QW Premier Subscription: R33.24 on Windows 10)
  • Jim Stickler
    Jim Stickler Member ✭✭
    Accepted Answer
    Thanks for the help. That solved the problem.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    Accepted Answer
    You are welcome.  I'm glad it worked for you.
    (QW Premier Subscription: R33.24 on Windows 10)

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    Accepted Answer
    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?
    (QW Premier Subscription: R33.24 on Windows 10)
  • Jim Stickler
    Jim Stickler Member ✭✭
    Accepted Answer
    Thanks for the help. That solved the problem.
  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭
    Accepted Answer
    You are welcome.  I'm glad it worked for you.
    (QW Premier Subscription: R33.24 on Windows 10)
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