Change the name of an account

Your account may have been added from the Live Feed with name that isn't as descriptive as you would like or is just the account number. You can change what account name is displayed in PocketSmith with the following steps.
  1. Go to Accounts in the menu and select Account Summary

  2. Find the account that you want to change the name of, select Manage account and select Account preferences

  3. Change the name in the Account name field

  4. Select the Save button

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