"Exclude from Investment and Planning tools" Feature

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:

1. Click on the account you wish to exclude in the Accounts panel on the left-hand side of your dashboard.
2. Click on the pencil icon near the account name at the top of the account information panel on the right.
3. On the "Edit account" screen, click the box next to the "Exclude from Investment and Planning tools" option.
4. Click "Save" to confirm your changes.