How do I delete transactions?



  • After logging in, click View Transactions.

  • Search for the transaction(s) you wish to delete as described

    in "How do I view my transactions?" or simply select the fund's

    name, then select All Type in the Transaction Type column,

    and All in the Trans. Year column (see figure below).

    Add Transaction 1

  • Click on the View Transactions button.

  • Now, select the transaction(s) you wish to delete by clicking in the

    checkboxes in the Delete column and click the Delete

    button (see figure below)

    Add Transaction 2

    You can check/delete multiple transactions at the same time.