Question:

How do I remove an account from an investment strategy?

Answer:

1. Navigate to the Accounts page.
2. Click Investment Strategies on the left-side menu.
3. Click the ID of an investment strategy.
   
   
   
4. Click Edit on the left-side menu.
5. 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.