Delete Share and Bond data

Data can be deleted from Data Management >> Create transactions >> Share and Bond tab. By default, you will see a summary view where one client and one script will be, where the transactions will be grouped by a client and scrip. Change the toggle on the top to Transaction. 

Then search for a client using the Select User filter on the top right corner. You will be able to see an action on the right where you will find a delete option if you want to delete a particular transaction. 

To delete a set of transactions in bulk, you can select the transactions from the left checkbox and then you'll see a delete option on the top right corner. You can increase the pagination to 100 to delete a maximum of 100 records at a time.

If you wish to completely delete all shares and bonds data for all clients in the system, please email us at support@investwellonline.com and we will take the request and do it from our backend.