If you are working from the client page, click on the portfolio you'd like to delete. A dropdown will appear with the option to Unlink or Delete the portfolio. Unlinking a portfolio allows you to remove the portfolio from a specific client while still being able to search for it in your HiddenLevers account. Deleting a portfolio will remove it from the client page and move it directly to your trash.
If you would like to delete a single portfolio, proceed to the portfolio risk profile. This can be done by searching for the portfolio name in the top left corner search of your account. From the risk profile page click on the "Edit Portfolio" or "Edit Household" button in the top left corner of your screen. The popup or page that appears will have a red "Delete" button. Click here to delete the portfolio or household.
If you would like to bulk delete, proceed to the Data Management page. This page will allow you to sort your data in many different ways and check off the the data you'd like to delete. Once all selections are made, click on "Delete Selected" in the top left corner of your screen.
Note: Any previously deleted client, household or portfolio can be found on the Data Management page. To reactivate a deleted item, check the checkbox by its' name and select "Undelete Selected" in the top left corner of your screen.