Making an old account a retirement account.


H

Harold Morgan

I have been trying to figure out how to make an IRA at my credit union
appear in my portfolio. If I were to set it up as brand new, I'd just say
"retirement account" and be done. I cannot find a way to do this on an
already set up account; there is nothing in details to "make this an
investment account"

Any solutions other than copying all the transactions from the old to the
new or simply starting over?
Thanks in advance,
Harold Morgan
 
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