How do I make changes to an account?
Product Version
Windows Subscription
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To make changes to an account:
- Choose Tools menu > Account List.
- Click the Edit button next to the account you want to change. The Account Details dialog displays.
- Change the account information, as necessary.
- To activate, deactivate, or reset online services, click the Online Services tab of the Account Details dialog.
- To hide or close the account, or move the account from one account group to another, click the Display Options tab.
- To change the tax information for this account, click Tax Schedule.
- When done, click OK to save your changes.
Notes
- Choose Tools menu > Account List.
- Click the Edit button next to the single mutual fund account you'd like to change.
- In the field next to Single mutual fund account, change Yes to No.