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There doesn't appear to be a way to change the TYPE of an account.

If you've set up your IRA (which is in three different mutual funds) as a savings account... oops.

I agree that there doesn't appear to be a way to change the TYPE of account, at least not in Q99dx. However if you wish to make other changes just right click on the account in question on your Q home page and click "edit this account." This will allow you to change the account name, description, linked accounts and tax related info.


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