Archived Accounts

Archived accounts provide a clear and organized view

Archived Accounts

Dashboard > Accounts > Archived Accounts

Due to FINRA regulations, accounts cannot be deleted, but they can be archived. All archived accounts will be listed on the Archived Accounts page under Account View. If an account needs to be restored after being archived, it can be restored individually or by bulk action.

Account status (active or archived) can be pulled via API to be displayed within the investment portal if desired.