i created a sub account but used the wrong name. how do i change the name or how do i delete that account?
thanks,
joe detrano
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error in creating an account
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i created a sub account but used the wrong name. how do i change the name or how do i delete that account?
thanks, joe detrano
Hi Joe,
In the Portfolio Editor window, right mouse click on the sub-portfolio and choose "Properties...". You can change the name there. If you aren't already in the Portfolio Editor window, you can open this under "View / Portfolio Editor".
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