<topic sku="core" tNum="289140" author="sallyh" xmlns="x-schema:hhTopicSchema.xml"><index><title>Change investment account details</title><category>investing</category><klink type="prcdr">How do I change investment account details?</klink></index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>You can always add or edit investment account information, such as the brokerage's Web site address and phone number, your investment account number, or the cash account's opening balance.</p>
</reveal>
</extend>
<ol>
<li>On the <emph>Investing</emph> menu, click <emph>Portfolio</emph>.</li>
<li>Click the investment account with the associated cash account.</li>
<li>In the left pane, click <emph>Change account details</emph>.</li>
<li>Make your changes, and then click <emph>Done</emph>.</li>