Move an account to another bank

If your account is not in the correct bank within PcoketSmith, you can change it to the correct tab with the following instructions. It isn't currently possible to change the institution for grouped accounts.
  1. Go to the Account Summary page

  2. Go the Manage Account options for the account and select Account preferences

  3. Enter the new institution in the field for Bank/Financial Institution:

  4. Click the Save button

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