Merge Accounts Dialog Box

1. In the Source Account box, click the magnifying glass icon. The Select Account in Client dialog opens.

2. In the Available Records box, highlight the account you want to integrate into another account. Click OK. You return to the Merge Accounts dialog and the Source Account box is populated.

3. In the Target Account box, click the magnifying glass icon. The Select Acount dialog opens.

4. In the Available Records box, highlight the account into which you want the source account to be merged. Click OK. You return to the Merge Accounts dialog and the Target Account box is populated.

5. Click . A message appears that indicates that your clients have been successfully merged. Click OK. You return to the Accounts spreadsheet.

6. Double-click on the merged account's name. The account opens and the holdings from both accounts appear in the Holdings Summary.

Note: Accounts must be of the same type to be merged. A Quick account cannot be merged with a Transactional account.