Changing the name of a Cash Account

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1 – On the Portfolio Overview Page, click on the Cash Account.

CA NAME CHANGE 1

2 – On the Cash Account page, click ‘Cash Account Settings’.

CA NAME CHANGE 2 3 – In the ‘Cash Account Name’ field, type the amended name:

4 – Click ‘Save Cash Account’.

CA NAME CHANGE 3

Last modified on January 3, 2024 UTC

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