Steps to add an end date for a holding
Navigate to the Holdings tab on the left hand side of the portal
Select the specific Holding you would like to end
Under the Info tab, scroll down to the section titled Details
Add the holding end date either manually or by clicking on the calendar icon and finding the date
Select the blue Save button in the bottom right hand corner and you have successfully added the end date
Deleting a holding
Within the Arch Portal you are able to delete holdings as well as archive them. One important thing to note is that with this action, you will be deleting every item attached to that holding, meaning all tax documents, financial statements, and subscription documents will be deleted from Arch. For this reason, we recommend that you add an end date to holdings rather than delete them if you would like to remove a holding from your Holdings tab.
Steps to delete a holding
Navigate to the Holdings tab on the left hand side of your portal
Click into the holding that you would like to remove from Arch
Once you are on the holdings info tab scroll down and click the red "Remove Investment" button
You will then be given the option to delete the investment or add an end date
Select your preferred option and click Save