How do I change an account from IRA to investment account

Options
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

  • 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

  • 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 
  • Quicken Windows Subscription Member
    Thank you. I will try this today
This discussion has been closed.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories