Changing held away account names and types

To change an account name and type:

1. If you are an advisor, click the "detailed reports & client portal" link for the client. For anyone else, proceed to step 2

2.  Click "accounts" on the left. 

Click 'Edit Details' next to the account you want to edit  

4. To change the account name, edit the name in the box on the left. To change the category/type, select from the dropdown menu on the right. 

5. Click "Update Accounts" after you're done.

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