Issue

This article shows you how to suspend a holding account. You would typically suspend a holding account once the investment has been sold.

Resolution

Navigate to Fund level > Investments > Browse Holding Accounts

There are two options to suspend a holding account

Option 1. Use the  icon

1. On the right-hand side of each investment account, click on the  icon
2. Select Suspend account 
   
   
   

Option 2. Use the suspend button on the holding account screen

1. Click on the account that you wish to suspend
2. Click Edit at the top left of the screen as shown below
   
   
   
   
3. Click Suspend which appears at the bottom of the screen as shown below:
   
   
   
   Your holding account has now been suspended which means it will no longer appear in the list of holding accounts in the browse holding account screen.