What if I need to change a single mutual fund account so that I can add more securities to it?
Yes. You need to change it into a brokerage (regular) investment account.
- Choose Tools menu > Account List.
- Click the Edit button next to the account you want to change.
- In the Account Details dialog, click in the field next to Single Mutual Fund to change the attribute from Yes to No.
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 has a cash balance.