You can now remove an investor account directly from the investor list. Open the actions menu (⋮) next to an investor and select Remove investor.

To protect your records, an investor account can only be removed if it has no securities and no cash transactions associated with it. If the account still holds securities or has transaction history, the removal won't be permitted — this prevents accidental loss of financial data. To remove such an account, you'll first need to ensure all holdings and transactions have been cleared.

This makes it easy to tidy up duplicate, test, mistakenly created, or incomplete accounts while keeping accounts with real financial activity safe.