Delete existing security transactions

1. From the constituent’s Wealth and Ratings page, click Securities in the Wealth summary grid. The constituent’s Securities page appears.

Note: For information about accessing the constituent’s wealth information, see View Wealth Summary Information.

2. In the grid, click the entry from which you want to delete transaction information.
3. Select the transaction you want to delete.
4. Click Delete. A confirmation message appears.
5. Click Yes to delete the entry and return to the transactions page.

 

 

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