<title>Merge financial institutions in Money</title>
<category>online</category>
<klink type="prcdr">How do I merge financial institutions in Money?</klink>
</index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>If you hold accounts at two different <glossary tNum="287001">financial institutions</glossary> that are merging into a single company, you can merge the institutions in Money. This automatically moves all of the accounts held at both financial institutions into one newly created financial institution in Money, which means you don't have to move them individually.</p>
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<ol>
<li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account Setup</emph>.</li>
<li>Click <emph>Rename a bank or broker</emph>.</li>
<li>In the <emph>Select a financial institution</emph> box, click the company whose name you want to change, and then click <emph>OK</emph>.</li>
<li>In the <emph>New name</emph> box, enter the name of the company created by the merger, and then click <emph>OK</emph>.</li>
<li>Repeat these steps for any other financial institutions whose name changed as a result of the merger.</li>
