DELETE ALL FROM PLACEHOLDER ENTRIES SCREEN DOES NOTHING

Neal Lerner

My financial institution created a new brokerage account for me and when I downloaded transactions for the first time, wound up with 34 placeholder entries. Before noting they were there I transferred all my securities from the old account. Now I'm on the placeholder entries page and when I click DELETE ALL, I get a warning box, I reply OK, then nothing happens. See the attachment for screen shots.

NotACPA

You need to resolve each placeholder before you can delete them.  Merely deleting them will result in them being re-created.

IF, perhaps, several are for the same security, you can create a single transaction to resolve multiple placeholders at once.