How do I change an account


1. Choose Tools menu > Account List.

2. Click the Edit button next to the account you want to change. The Account Details dialog displays.

3. Change the account information, as necessary.

  • Is there anything I can't change from this window?
    1. You can't edit the Financial Institution (name) field for any account that is activated for online services.

    2. You can't edit the Routing Number, or Customer ID fields for an account that is activated for online services using Express Web Connect.

    3. If you need to make changes to any of these fields, first deactivate online services, make changes, and then reactivate online services. To learn how, see the next step.

4. To activate, deactivate, or reset online services, click the Online Services tab of the Account Details dialog. 

5. To hide or close the account, or move the account from one account group to another, click the Display Options tab.

6. To change the tax information for this account, click Tax Schedule.

7. When done, click OK to save your changes.

Notes

  • To convert a brokerage account to a single mutual fund account
    You can change a brokerage account into a single mutual fund account only if the brokerage account contains a single security and no cash balance. To change a brokerage account into a single mutual fund account:

    1. Choose Tools menu > Account List.

    2. Click the Edit button next to the brokerage account you want to change.

    3. In the field next to Single mutual fund account, change No to Yes.


    For brokerage accounts, the Single mutual fund account control appears in the dialog only if the account contains a single security and no cash balance.
  • To convert a single mutual fund account to a brokerage account
    You can change a single mutual fund account into a brokerage account, but once you change it, you can't change it back if it contains more than one security or a cash balance. To change a single mutual fund account into a brokerage account:

    1. Choose Tools menu > Account List.

    2. Click the Edit button next to the single mutual fund account you'd like to change.

    3. In the field next to Single mutual fund account, change Yes to No.

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