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How do I change an account from IRA to investment account
Patca
Member ✭
One of my accounts is listed as an IRA account and it is not. How do I change it?
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Best Answer
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If you're using the subscription release, you should be able to create a new brokerage account and then move the transactions: open the original account, press Ctrl + Shift + N, and select Move Transactions
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Answers
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If you're using the subscription release, you should be able to create a new brokerage account and then move the transactions: open the original account, press Ctrl + Shift + N, and select Move Transactions
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Thank you. I will try this today0