1. In your mywealth tab, click on the wealth item you wish to delete. 2. Click on the edit button. 3. Select the red bin icon in the bottom left of the screen. You will be asked to confirm that you wish to permanently delete this item. Click confirm....
At any stage you can edit certain details of any of your wealth items, such as the name, value, appraisal dates, ownership, usage type etc. 1. First select the wealth item that you wish to edit from the mywealth tab. 2. By default the details tab will be opened, then...
Filtering your wealth items can be helpful when you are trying to locate wealth items that belong to different team members (e.g. spouse) or when you’re trying to isolate multiple investment or lifestyle properties etc. 1. In the mywealth tab open, select the filter...
In the mywealth tab if you have added any wealth items, you will have noticed that they are displayed: • Assets: Highest to lowest value • Liabilities: Highest to lowest value And if there is multiple wealth items of the same category, they will be truncated into a...
