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How to Add an End Date or Delete a Holding

In this article you'll learn how to add an end date for a holding and learn how to view all archived holdings on your Arch Portal.

Updated over 11 months ago

Steps to add an end date for a holding

  1. Navigate to the Holdings tab on the left hand side of the portal

  2. Select the specific Holding you would like to end

  3. Under the Info tab, scroll down to the section titled Details

  4. Add the holding end date either manually or by clicking on the calendar icon and finding the date

  5. 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

  1. Navigate to the Holdings tab on the left hand side of your portal

  2. Click into the holding that you would like to remove from Arch

  3. Once you are on the holdings info tab scroll down and click the red "Remove Investment" button

  4. You will then be given the option to delete the investment or add an end date

  5. Select your preferred option and click Save

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