To delete a portfolio:


    1. In the TakeStock Explorer, select the portfolio you want to delete.


    1. Click the TakeStock Explorer's Portfolio button and select Delete from the drop-down menu.


    1. A confirmation message appears.

    1. Click Yes to delete the portfolio.


Note:

Deleting a portfolio is a permanent operation and cannot be undone.


Created with the Personal Edition of HelpNDoc: Transform Your Word Doc into a Professional-Quality eBook with HelpNDoc