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March 6, 2025
Question

A Noncovered Security was entered incorrectly. How do a do a complete delete? You can only change dates & amts but not do a Delete

  • March 6, 2025
  • 1 reply
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    1 reply

    March 6, 2025

    When you review your investment sales, you will see a trash can icon next to each entry that you can use to remove that entry on the screen that says Review your sales:

     

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