I invested in a mutual fund and there's a specific folio I want to remove. Is it possible to delete a folio from my mutual fund investment?
7 answers
CryptoElite
Sun Oct 20 2024
Removing a specific folio from your current login is a straightforward process. This option is available for users who wish to manage their transactions more efficiently.
Chiara
Sun Oct 20 2024
When you remove a folio, it will no longer be accessible under your consolidated login. This means that you will no longer be able to view or manage any transactions associated with that folio.
Silvia
Sun Oct 20 2024
However, if you later decide that you need to include that folio in your consolidated login again, you can easily do so by using the 'Add Folio' feature.
Sebastiano
Sat Oct 19 2024
The 'Add Folio' feature allows you to add new folios to your current login, giving you the flexibility to manage multiple portfolios under one account.
Federica
Sat Oct 19 2024
It's important to note that the removal of a folio does not delete the transactions or data associated with it. The information is still stored and can be accessed if the folio is later re-added to your login.