Edit details of mywealth items
At any stage, you can edit certain details of any of your wealth items, such as the name, value, appraisal dates, ownership, usage type etc.
- First, select the wealth item that you wish to edit from the mywealth
- By default the details tab will be opened, then select the right arrow until you come across a green edit button (n.b. some wealth items may not require you to navigate across as they may be visible on the first tab)
- Once in Edit mode, you will see which details, fields and drop down menus that you may edit. Once you’re finished editing, click the save details button