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Tracker Settings
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To edit an existing custodian, click the edit link next to the custodian that is to be changed |
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Use the text box to replace the previous custodian name with the new custodian name |
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Click the Submit button to complete the edit |
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To delete an existing custodian, click the delete link next to the custodian that you want to delete. |
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If there are no transactions associated with this custodian, click the Delete button to complete the process |
| The same process should be followed to add, edit or delete broker/dealers, portfolios and indexes. |
