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.

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