Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Connect and Engage
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Beta
Home
Quicken Classic for Windows
Errors and Troubleshooting (Windows)
How do I change an account from IRA to investment account
Patca
One of my accounts is listed as an IRA account and it is not. How do I change it?
Find more posts tagged with
Accepted answers
Sherlock
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
All comments
Sherlock
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
Thank you. I will try this today
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of