The Manage/Edit Accounts section allows you to manage all the accounts you have created. You can view all available accounts under this tab.
- You can edit or change the name of your portfolio account by clicking the Edit (pencil) icon next to the account you want to update, as shown in the image below.
Click on Submit, and your changes will be updated with the new account name.
- You can transfer your holdings to a different account using the 'Move' option.
- To delete an account, click the bin icon under ‘Options’, as shown below.
Click ‘Yes’ to confirm and permanently remove your account.