How do I change an account from IRA to investment account

Patca
Patca Quicken Windows Subscription Member
edited August 2022 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 Quicken Windows Subscription Member ✭✭✭✭
    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 Quicken Windows Subscription Member ✭✭✭✭
    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 Quicken Windows Subscription Member
    Thank you. I will try this today
This discussion has been closed.

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