How to Roll Back Transactions

Step 1

 On the top right corner of the screen, click on your portfolio. 

Step 2

On the dropdown menu, click on Portfolio History.

Step 3

On the Portfolio History page, this is where you will see the status of all your uploaded transaction files. To roll back an uploaded transaction file, look for the file in question and for the red "Rollback" button. In this example, we are rolling back the most recent transaction file.

Step 4

Click on the red "Rollback" button.

Step 5

 Click on the red Rollback button again to confirm. You have successfully rolled back transactions.