How to delete a wallet

Easily remove a wallet from your Exceefy settings in a few clicks.

To delete a portfolio in Exceefy:

  1. See you in Settings > Wallet.

  2. In the table, find the portfolio you want to delete.

  3. Click the Delete Associated button.

⚠️Important: Before you can delete a wallet, you must first:

  • Remove All associated transactions.

  • Delete or deactivate related strategies.

  • Remove notes attached.

👉 As long as these elements exist, the deletion of the wallet will not be possible.

Help Exceefy | Delete an Exceefy portfolio - Step by step guide