How do I change an account from IRA to investment account

Patca
Patca Member ✭
edited August 25 in Errors and Troubleshooting (Windows)
One of my accounts is listed as an IRA account and it is not. How do I change it?

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    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 

Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Answer ✓
    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 
  • Patca
    Patca Member ✭
    Thank you. I will try this today
This discussion has been closed.

Categories