Delete a prospect’s stock holding information
Note: Deleting a record does not prevent the record from being included in future WealthPoint updates. The next time you run a WealthPoint update on the constituent, the deleted record reappears in the results. To permanently remove the record from a constituent’s WealthPoint data, you can reject the record.
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2.
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Expand the Securities section. |
Note: For organizations and households, click Securities in the Wealth summary section of the Wealth and Ratings screen.
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3.
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In the grid, expand the entry you want to delete. |
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4.
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On the action bar, click Delete. A confirmation screen appears. |
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5.
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Click Yes to remove the entry. |