To close any of your Scripbox Plans:
- Open Wealth tab in the Scripbox App
- Look for the "Wealth Insights" section, which will have a list of your Plans
- Click on whichever plan you would like to close, you will be taken to that Plan's dashboard.
- Scroll to the bottom of the Plan Dashboard to find the "Close Plan" button.
- Click on the "Close Goal" or "Close Plan" option. You will see one of 2 options:
- If you still have investments tagged to a particular plan, you will not be able to close this plan. You would need to first Move those investments to a different Plan.
- If you have finished moving all your investments to another Plan, you will see a confirmation dialog. After confirming, your plan will be closed & will disappear from your Plan list.
- If you still have investments tagged to a particular plan, you will not be able to close this plan. You would need to first Move those investments to a different Plan.
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