<title>Change information about an investment account in your lifetime plan</title>
<category fLocale="cdn">lifeplan</category>
<klink type="prcdr">How do I change information about an investment account in my lifetime plan?</klink>
</index>
<content>
<p>If you've converted your <glossary>IRA</glossary> to a <glossary>Roth IRA</glossary> or made other important changes to your accounts, you can edit the account information in your lifetime plan.</p>
<ol>
<li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
<li>In the left pane, click <emph>Savings & Investments</emph>, and then click <emph>Accounts</emph>.</li>
<li>Click the account you want to change, and then click <emph>Edit</emph>.</li>
<li>Click the information you want to change.</li>
<li>Follow the instructions on the screen.</li>
</ol>
</content>
<footer>
<extend>
<tease>How do I move an investment account to a different account group?</tease>
<reveal>
<p>If you change the owner or type of account, Money will automatically move it to the correct group. You can also move an investment account to the retirement group. <alink type="prcdr" href="moveanaccountintotheretirementaccountsgroup.xml"/></p>
</reveal>
</extend>
<extend>
<tease>How do I convert a regular IRA into a Roth IRA?</tease>
<reveal>
<p>Follow steps 1<ndash/> 3 above for changing information about an investment account. In the <emph>Edit</emph> menu, click <emph>Type of Account</emph>. Click <emph>Roth IRA</emph>, and then click <emph>Finish</emph>.</p>
