Deleting a Target Portfolio (TAMP)

Deleting a Target Portfolio (TAMP)

NOTE: The following documentation applies to AdvisorEngine TAMP clients only.

If a Target Portfolio was created in error or is no longer needed, it can be deleted. This is permanent and cannot be undone. If the Target is needed again, it will need to be re-created.

Deleting a Target Portfolio

  1. Navigate to Investment Management > Target Portfolios.
  2. Locate the Target to delete in the grid.
  3. Click in the Actions column of the Target row.
  4. Read the warning prompt carefully, and click Delete Target to continue.

The Target is deleted and removed from the Target Portfolios grid. All accounts assigned to the deleted target become unassigned.

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