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New Member
posted Jan 31, 2023 8:56:41 AM

How do I clear my bank credentials that you appear to be saving. when I try to get my spouses investment info it takes me directly to mine. I do not want this data stored

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1 Replies
Expert Alumni
Jan 31, 2023 9:29:17 AM

The information is cached (hardware or software that is used to store something, usually data, temporarily in a computing environment)

 

To clear your information so you can import your wife's investment forms, see