About Delete Funds/Change Reinvesting Distributions: This option allows you to delete funds from your portfolio, change whether distributions are reinvested and change the comment you entered for a fund. Click here for more information on reinvesting distributions.

What do you want to do? Change reinvestment of distributions Delete fund(s) Edit comments

Change reinvestment of distributions
To change how distributions are handled, follow these steps.

1. Click the down arrow in the Reinvest Distribution column beside the fund you wish to change and select the correct option (Yes if you are reinvesting distributions, No if you are not reinvesting distributions). Distributions will be handled according to the new option from the current day forward.
2. Click Update. A confirmation message will be shown
3. Click Portfolio Menu to return to the GlobeAdvisor main page.

Delete fund(s)

To delete a fund from your portfolio, follow these steps. Deleting a fund deletes all buys and sells associated with that fund.

1. Click in the checkbox beside the fund(s) you wish to delete. This will display a check mark in the small box.
2. Click Update. A warning message will appear.
3. If you do not wish to delete the specified fund(s), click Cancel. If you are certain that you wish to delete the specified fund(s), click Delete fund(s).
4. Click Portfolio Menu to return to the GlobeAdvisor main page.

Edit comments

To change the comments for a fund, follow these steps.

1. Click in the appropriate text area and type over the other information.
2. Click Update. A confirmation message will be shown
3. Click Portfolio Menu to return to the GlobeAdvisor main page.