How to purge old investment accounts?

Les lelliott5 at gmail.com
Thu Jan 29 09:28:19 EST 2015


Hi All:

I have had a number of different investment accounts over the last
several years that I have used GC, and many of them are no longer in
existence, either because they are no longer in business or have merged
with other companies and their names (symbols) have changed.  Every time
I download transactions,  I get a fairly long list of these symbols that
could not be identified.

Is there a way to purge these accounts without having to create a whole
new list with beginning balances?  That would involve a huge investment
in time, which I would like to avoid.

Currently I am dealing with about 20 of these types of accounts and it
takes longer to download transactions due to the system searching for
these symbols. 

I would greatly appreciate any suggestions as to how to purge these
accounts.

Best,

Les


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