set up checking account in a brokerage institution

Walt Virkus

my checking account actually sits within a brokerage account. as such, when I set it up, it would only offer Wells Fargo as an option, not wells fargo advisors. so I set it up as a brokerage account. It works ok, but it lacks some of the functionality of the checking account features and process. is there any way to change the "base account type" from a brokerage account to a checking account?

Jim_Harman

You may want to try
Click the gear at the top right of the account
Select Edit account details
Select Show cash in a checking account
Click OK

This will set up a separate "Linked" checking account that will hold the cash in your account. This works best if the cash is shown as Cash in the investing account and not in a money market "Sweep" fund.

You should be able to switch back if you don't like the result, but back up your data first just in case.