How do I change an account from IRA to investment account

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Patca
Patca Member
One of my accounts is listed as an IRA account and it is not. How do I change it?

Best Answer

  • Sherlock
    Sherlock Member ✭✭✭✭
    Answer ✓
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    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 Member ✭✭✭✭
    Answer ✓
    Options
    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 Member
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    Thank you. I will try this today
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