The 'Exclude from Investment and Planning tools' feature will remove the designated account from showing on our Cash Flow and Investment Planning tools.
To turn on this feature, please follow these steps through your computer:
- From the account sidebar, click on the 'pencil icon' near the account you'd like to exclude.
- On the 'Edit account' screen, please check off 'Exclude from Investment and Planning tools'.
- Click 'Save' to confirm your changes.