How can I convert a quick account to a transactional account?

1. In the left navigation pane, click Portfolio Management and then the Accounts page.

2. Select the quick account you want to convert by checking the box to the left of the account name.

3. From the toolbar menu above the grid select the Action drop-down menu. Hover over Utilities, Convert Account to, and then click on Transactional Account.

4. You will get the following message: "Converting quick account(s) to transactional account(s) may require you to edit the converted account(s) later. Are you sure you want to convert?"

5. Click OK. You are returned to the Accounts spreadsheet and the selected account is now a transactional account.