Delete a FidFolio basket

Summary:

  • The main problem reported by the user was their inability to find a way to delete FidFolio baskets that were never used or funded.
  • A solution discussed was that baskets can be deleted by selling the entire basket, which also removes all holdings within it.
  • The user later clarified that the baskets in question were actually watchlists, resolving the confusion.
Here’s the full thread
Illuminati
04/13/2023 at 13:17:04 PDT
How do you do this? I can’t find a way to delete them at all.
FidelityJames
04/13/2023 at 13:28:53 PDT
Thanks for joining us on the cord today! It is possible to delete baskets. This can be done when you sell an entire basket. When the entire basket is sold, all holdings within it will also be sold, and the underlying model for the basket will be deleted. Let me know if you have additional questions! 🟢
Illuminati
04/13/2023 at 13:32:07 PDT
I currently have FidFolio baskets that have never been used or funded. They are just saved with no holdings.
These are watchlist. Never mind Lmao
FidelityJames
04/13/2023 at 13:34:55 PDT
Ah ha! That’s great, and I’m glad we got that figured out.🟢

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