Help home > Money >

Money: Add, hide, or delete an account in Portfolio Manager

When you add investments to Portfolio Manager, you have to select an account. You can use the default My Account or you can create one.

Create an account

  1. Go to Portfolio Manager.

    To get to Portfolio Manager, at the top of any MSN Money page, click Investing, and then click Portfolio Manager.

  2. If you aren't signed in to MSN Money, sign in with your Microsoft account.

  3. Click Add Account, and then enter a name for the account.

    You can change the account name at any time.

  4. Choose the currency for the account.

    You can’t change the currency for an account after you save it.

  5. Click Save.

Hide or show an account

  1. Click Change Settings.

  2. On the Account Settings tab, choose the account you want to hide or show.

  3. Select or clear the Show this account check box, and then click Save.

To quickly hide or see transactions for an account, click Hide account details Hide account in Portfolio Manager or Show account details Show account in Portfolio Manager next to the account name.

Delete an account

Deleting an account removes the account and all of its investments and transactions from Portfolio Manager. It can't be undone.

  1. Click the row for the account that you want to delete.

  2. Click Delete Account.

Related topics