How to convert an Investing Account to Banking Account

cdamianos

Q automatically classifies an account at Fidelity as an Investing Account. Can I manually adjust it to a Banking Account?

RickO

You cannot reclassify an investment account as a bank account. But you could create a new bank account and then drag and drop all the payment/deposit transactions from the investment account to the bank account. Other types of transactions cannot be moved.

RickO

You cannot reclassify an investment account as a bank account. But you could create a new bank account and then drag and drop all the payment/deposit transactions from the investment account to the bank account. Other types of transactions cannot be moved.