JP Morgan Investment Account - how do I remove download and all downloaded info? [Edited]

CIRPCA
CIRPCA Quicken Mac Subscription Member
edited December 22 in Investing (Mac)

I opened a JP Morgan investment account in March, 2025 and set it up to download directly into my Quicken file. After using it for several months, I am not happy with the amount of detail that is being downloaded into my file. I would like to remove the download and all of the information that has been downloaded. Is there a way to do that? I am on Quicken Classic, Premium, Version 8.3.3 (Build 808.58927.100) MacOS 15.6.1

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    What WOULD you like to be shown in the account?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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