How do I delete investments that I have tracked from my account?

Modified on Wed, 16 Aug, 2023 at 3:41 PM

There are 2 ways you can delete your investments tracked on Scripbox:


From the Profile tab

  1. Open the Profile tab
  2. Choose the investor whose investments you want to delete
  3. Find the product you want to delete and click on it
  4. From here, you can either Update or Delete your investment

Directly from the individual investment/loan/insurance policy:

  1. Open the Wealth Dashboard
  2. Click on "Products" and select the product type (i.e. specific investment/loan/insurance) that you want to delete
  3. You will be taken to a list of that particular product type. Find the product you want to delete and click on it.
  4. On this page, below the details of that specific folio or product, you will see a "Delete" option.

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