How do I change an account from IRA to investment account

Patca Quicken Windows Subscription Member

April 2021 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?

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Best Answer

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  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  April 2021 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 
  

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Answers

• 

  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  April 2021 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 
  

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  Patca Quicken Windows Subscription Member

  April 2021

  Thank you. I will try this today

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