Delete Owner

Considerations

Before you can delete an owner, you must first delete all brokerage accounts associated with that owner. Click here for instructions on deleting a brokerage account.

Procedure

To delete an owner:

1. Click on the My Settings tab from the top of GainsKeeper. The My Settings page displays.

2. Click the Delete Owner link under Maintain your accounts. The Delete Owner page displays.

3. Select the owner to delete from the displayed list and click Delete. A message displays asking you to confirm the deletion of the selected owner. To confirm the deletion, click OK. To close the page without making the deletion, click Cancel.