Renaming an account

To rename an 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. Double-click the account that you want to rename. The account opens to the Holdings Summary.  

4. In the left pane, click the Profile/Settings header. The Profile/Settings menu items appear.

5. Click Account Setup. In the Account Name box, enter a new name.

6. Click OK. The account is renamed.