I have 2 SEP IRA's

KC Crawford

I have 2 SEP IRA's. The first transaction register is just like my checking account. The second one is an investing portfolio and I am unable to add funds to that account. How do I change from the investing portfolio to a regular checkbook register to keep track of that account?

Boatnmaniac

Account List > Edit (for the account that does not have a transaction register) > General tab: Is Simple - Positions Only selected? If so, select Complete - Positions and Transactions then click on OK.

Then go to the Account view. Does it now show the register you want to see?