How do I remove Passportfolio® accounts from the Financial Summary page?

You can choose not to have Passportfolio accounts displayed on the Financial Summary page.

To remove a Passportfolio® Other Asset and Liability account(s) from the Financial Summary:

On the Financial Summary page, from the Go to... drop-down list box, select Edit. The Edit Other Asset or Liability page appears.
Under the inventory section, in the Del column, select the items to delete.
Click Delete. The Verify Other Asset or Liability page appears.
Confirm that you want to proceed with deletion. Click Delete. The Financial Summary page appears.

To remove a Passportfolio® Portfolio with Holding account(s) from the Financial Summary:

On the Financial Summary page, from the Go to...drop-down list box, select Edit. The Edit Portfolio with Holdings page appears.
Under the Holdings section, in the Del column, select the items to delete.
Click Delete. The Verify Portfolio with Holdings page appears.
Confirm that you want to proceed with deletion. Click Delete. The Financial Summary page appears.