How do I move an account from Banking to Investing?

dmaas

I'm trying to get Direct Connect set up for an account I have with Ameriprise. They call it an "Ameriprise One Brokerage Account" but when I set it up (years ago), I put it under Banking because it acts like a bank account. However, when trying to set up Direct Connect, Quicken only lists the Investing accounts, so I am unable to use Direct Connect for this account. Can I move the account from Banking to Investing?

dmaas

Thank you RickO! Very helpful!