How to remove non-custody assets?

Requirements:

• Access to client platform

This is a functionality to view the settled cash transactions in the platform.

Instructions

[1] Open the account by going to 'Accounts', search for the account #.

 

[2] Once the account is opened, select 'Non-custody assets'

[3] On the 'Non-custody assets' page, click on the trash can icon, and follow the prompts then hit 'Save Changes'.