This option allows you to delete "Other Investments" from your portfolio and change the name you entered for the investment.

What do you want to do? Delete other investment(s) Edit investment name

Delete other investment(s)

To delete an investment from your portfolio, follow these steps.

1. Click in the checkbox beside the investment(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 investment(s), click Cancel. If you are certain that you wish to delete the specified investment(s), click Delete investment(s).
4. Click Portfolio Menu to return to the GlobeAdvisor main page.

Edit investment name

To change the name of an investment, follow these steps.

1. Click in the appropriate text area and make the desired changes.
2. Click Update. GlobeAdvisor re-displays the page with the changes.
3. Click Portfolio Menu to return to the GlobeAdvisor main page.