This article shows you how to suspend a holding account. You would typically suspend a holding account once the investment has been sold.
Navigate to Fund level > Investments > Browse Holding Accounts
There are two options to suspend a holding account
Option 1. Use the icon
- On the right-hand side of each investment account, click on the icon
- Select Suspend account
Option 2. Use the suspend button on the holding account screen
- Click on the account that you wish to suspend
- Click Edit at the top left of the screen as shown below
- 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.