How do you change the name of an account?

randsb

Mac automatically names an investment account as brokerage. I want to change that name.
What is the procedure?

jacobs

@randsb Yup, it's kinda stupid they don't let users name their accounts when creating them. In any case, it's easy to fix: in the left sidebar, Control-click on the acocunt name, and select Rename from the pop-up menu.

jacobs

@randsb Yup, it's kinda stupid they don't let users name their accounts when creating them. In any case, it's easy to fix: in the left sidebar, Control-click on the acocunt name, and select Rename from the pop-up menu.

randsb

Thanks, Jacob. I am switching from Windows to MAC. Not very intuitive!