Converting a transactional account to a quick account

To convert a transactional account to a quick account:

1. In the left navigation pane, click Portfolio Management. The Portfolio Management tab opens.

2. In the left-hand column, click Accounts. The Accounts spreadsheet opens.

3. From the Accounts spreadsheet, select the transactional account you want to convert by checking the box to the left of the account name.

4. From the Action menu, point to Utilities, then point to Convert Account to, then click Quick Account.

5. A message appears: "Converting transactional account(s) to quick account(s) will lose all transactions for the transactional account(s). Are you sure you want to convert?" Click OK.

6. You are returned to the Accounts spreadsheet and the selected account is now a quick account listing the current positions for your holdings.

Tip: If you aren't sure you want to convert a quick account to a transactional account, copy the account first. Then convert one of the accounts to the transactional account format. You will have the same account in both transactional and quick formats.