Deleting a Portfolio

Delete a Portfolio from the Console when its Accounts no longer need to be grouped together — subject to your deployment’s data retention rules.

Check your data retention policy before you delete a Portfolio. The Console removes it from active listings. Your deployment can keep the underlying record for audit, regulatory, or reporting purposes.

To delete a Portfolio, follow these steps:

1. On the Portfolios page, find the Portfolio to delete.

2. In the Actions column, click the three-dot menu () and select Delete.

3. A confirmation dialog opens.

4. Click Confirm to delete the Portfolio.

API equivalent

Delete a Portfolio endpoint