Duplicates Coming In For Linked Accounts
I have duplicates of some investment accounts after linking them. How do I delete the duplicates?
You can delete the duplicates and they should not come back. You can read more about deleting investment accounts here.
If there are two accounts that look the same, delete the one with the older date. If the duplicate is exactly the same (same date and same balance), delete the one that has a warning symbol next to it if there is one there. If both have the same balance, same date, and no warning symbol, delete either one.
