Change information about a Savings & Investments account

Change information about an investment account

If youÆve converted your IRA to a Roth IRA or made other important changes to your accounts, you can edit the type of account in your financial plan.

1 Go to the Savings & Investments Accounts place.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Savings & Investments.

4 In the left pane, click Accounts.

2 Click the account you want to change information about.

3 Click Edit.

4 Choose what youÆd like to change from the list.

5 Follow the instructions on the screen.

How do I move an investment account to a different account group?

If you change the owner or type of account, Money will automatically move it to the right group. However, if you want to move an investment account to the retirement group, see Move an account into the Retirement Accounts group.

How do I convert a regular IRA into a Roth IRA in my financial plan?

Follow the procedures above for changing information about an investment account. At step 4, click Roth IRA, and then click Finish.