Changing the name of a Cash Account

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

Cash Account on Portfolio Overview page

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

Cash Account settings

3 – In the ‘Cash Account Name’ field, type the amended name:

4 – Click ‘Save Cash Account’.

Changing the name of a cash account step 3 & 4

Last modified on March 13, 2020 UTC

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