How can I reconcile a CMA-linked investment account?
Manos
Member ✭✭
How can I reclassify an investment account from CMA-linked to a normal investment account?
Earlier I could reconcile these accounts. The status changed at some point without me taking any notice
Earlier I could reconcile these accounts. The status changed at some point without me taking any notice
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Best Answer
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Save a backup (press Ctrl + B), open the investment account, press Ctrl + Shift + E, choose No for Show cash in a checking account, and select OK.
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Answers
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Save a backup (press Ctrl + B), open the investment account, press Ctrl + Shift + E, choose No for Show cash in a checking account, and select OK.
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Dear Sherlock,
Thank you for your valuable advice. It worked fine and all is good!
Thank you
Manos0
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