To change a quick account from fixed allocation to floating allocation

Quick accounts either have a fixed allocation or a floating allocation.

To change your account from fixed to floating:

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 quick 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. The Account Basics screen opens.

6. Click the Portfolio weight arrow and select Floating.

7. Click OK. The quick account is now based on a floating allocation.