How to delete all history of a previously deleted financial institution?

I had accidentally retained history when deleting a financial institution. How can I remove it completely and delete all history?

Written by Martin Leclair
Updated on June 2, 2020

You accidentally retained history when deleting?

You can delete all history of a previously deleted financial institution using the Shows Deleted Investments option.

Show Deleted Investments

Log in to Wealthica
Click on your name (top right)
Go to preferences
Check the Show Deleted Investments, Assets and Libailities option

Repeat the delete process

Once you enabled the Show deleted investment option, return to the dashboard and look for the deleted asset.

You will be able to repeat the delete process by hovering your mouse on the previously deleted institution and clicking the DELETE link that shows up. Make sure you choose the "Delete all history" option this time.