Completely remove a security or mutual fund

Mary Barta
Mary Barta Member
in Investing (Windows)
I need to completely remove all of my Oppenheimer mutual funds from my account; how do I do this?

Comments

  • Greg_the_Geek
    Greg_the_Geek Quicken Windows Subscription SuperUser ✭✭✭✭✭
    You need to explain a little better about what you're trying to accomplish for us to give your a correct solution.
    Quicken Subscription HBRP - Windows 10
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    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.
This discussion has been closed.

Categories