On 5/24/19 4:38 PM, Brendan Coupe wrote:
I'm running KMM from the 5.0 branch compiled last week.

I'm trying to close two investment accounts associated with two brokerage accounts. I was able to close the associated brokerage accounts.

When I mouse over the "Close account" button on the toolbar the tool tip says:

"All subaccounts must be closed before the account can be closed".

In both accounts the "Investment value" at the bottom right is $0.00.

Does this mean I have to close all of the individual investments in the account? There are many so this is not trivial and I'm not sure why this would be required.

Thanks,

----
Brendan Coupe

I can't say why it's required, but I can confirm (from doing the same thing recently) that, yes, all equities/securities in the investment account must be closed first.  I believe that if you select the investment view, you can right click on an investment and select "Close account."  Perhaps it's worth filing a wish-list to either not require closing them, or to do a cascade close or create some way to "multi-close" them to make it easier to accomplish.

Jack

Reply via email to