Question:
How do I remove an account from an investment strategy?
Answer:
- Navigate to the Accounts page.
- Click Investment Strategies on the left-side menu.
- Click the ID of an investment strategy.
- Click Edit on the left-side menu.
- Remove the Percent value next to the account you want to remove from the investment strategy, then click Update.
- Do not put a zero. The percent field should be blank.
- Do not put a zero. The percent field should be blank.