- Assets and positions in archived accounts are not tracked and don’t add any balance to your portfolio but older positions are not removed.
- In the Accounts list page, archived accounts display a grey circle to the left of their Name (instead of a green circle for Active accounts).
- By default, the Accounts list will hide archived accounts. Change this by clicking on the “Status” filter at the top of the Accounts list.
How to archive or unarchive an account
- Archive an account
- Unarchive (Activate) an account
-
Select the
Accountspage on the left sidebar. -
Click on the
⋮button at the end of a row of the account you want to archive. -
Select
Archive accountoption from the dropdown menu.