Edit or Delete an account

Editing an account

Changing Name, Description or enabling an Account Extension, is easy and can be done in multiple ways.

Accounts list page

1. Select the Accounts page on the left sidebar.
2. Click on the ⋮ button at the end of a row of the account you want to edit.
3. Select Edit account option from the dropdown menu.
4. Make the changes and click Save.

Account details page

1. Navigate to the page of the account you want to edit.
2. Click on the ⋮ button at top right of the page
3. Select Edit account option from the dropdown menu.
4. Make the changes and click Save.

Deleting an account

Deleting an account removes all related current and past positions and it is irreversible.

Accounts list page

1. Select the Accounts page on the left sidebar.
2. Click on the ⋮ button at the end of a row of the account you want to delete.
3. Select Delete account option from the dropdown menu.
4. Confirm by clicking Delete button

Account details page

1. Navigate to the page of the account you want to delete.
2. Click on the ⋮ button at top right of the page
3. Select Delete account option from the dropdown menu.
4. Confirm by clicking Delete button.