Move An Account To A Different Section
I have a linked account that was placed in the wrong section. It is a traditional IRA, but it shows up in the Taxable & Tax-Advantaged section. How do I move it?
You can move a linked account that appears in the wrong section. For exampe, a traditional IRA that shows up as a 'Taxable' account in the Taxable & Tax-Advantatged section. Once it is moved you can then set the 'Account Type' to the correct type. To see how to move an account watch the video below.