How do I edit my investment accounts or holdings?

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You can access your accounts by clicking on the link across the top of your page.

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Click on the Expand button next to the account you are looking to update.

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Include or exclude from analysis

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Correct the account type

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For manually reported accounts, you can change the account name

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To remove an account, click on the "X" next to the account.

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Remove individual positions from your account

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Add new positions to your account

Unfortunately, we do not yet offer the functionality to edit an existing position for our Manual Account Feature. Until we do, it will be necessary to delete a position and re-add it if you would like to make a change. That said, the vast majority of our active users prefer to utilize our Secure Import Option, which eliminates the need for any manual entry.