Remove brokerage firm

Ida T. McKelvey on

We no longer use the services of a brokerage firm and I
would like to remove them from our account. How do I do
that?

Laurie Frederiksen on

Dear Ida,

All your club history is affecting your current club records so you never want to delete it.

When you open a new brokerage account, you should set up a new account on the Accounting>Accounts page to track the transactions in that account.

Just leave the old account and all the transactions you entered in it.

If you do not use the account for 3 months, it will become dormant and you will not see it on the Accounting>Accounts page unless you check the "Show Inactive Acccounts" at the bottom of the page.

Hope that helps. Let us know if you have any further questions.

Laurie Frederiksen
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On Mon, Aug 6, 2012 at 6:58 PM, Ida T. McKelvey wrote:

We no longer use the services of a brokerage firm and I
would like to remove them from our account. How do I do
that?

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