To edit a brokerage account
Select the Account Tab for the brokerage account you wish to edit.
From the Account menu, click Edit Account.Or, right-click on the Account Tab and choose Edit.
- The Account Setup dialog box will appear for editing.
Change Broker Information
- Change to a different Broker Name which adjusts the Import Filter.
- Edit Account Name to a descriptive name of account.
- Choose a different account type.
Note: MTM (Taxable) only available with TradeLog subscription that includes MTM support.
Once the edits have been completed, click OK to save your new settings or Cancel to disregard any changes and keep existing settings.