How do I hide selected My Passportfolio® accounts on the Financial Summary page?
You can choose not to have My Passportfolio® accounts displayed on the Financial Summary page.
| Note: | If you hide an account from the financial summary page, it will still be displayed in My Passportfolio®. |
To hide a selected MyPassportfolio® account(s) from the Financial Summary:
- Under Financial Summary on the top menu, click .
The Passportfolio®
page appears.
- Click the My Passportfolio® link. The page listing your Passportfolio®
accounts appears.
- Deselect the checkbox next to the corresponding account.
Note: You must have at least one account displayed on the financial summary for a selected provider. If you elect to have no accounts displayed on the financial summary for a selected provider the entire provider and all associated history will be removed from Passportfolio®.
- Click .
