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Extensible Markup Language  |  2001-07-25  |  2KB  |  34 lines
  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="dlxbiz" tNum="288562" author="leorabl" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Change the owner of an account</title>
  6.         <category>lifeplan</category>
  7.         <klink type="prcdr">How do I change the owner of an account?</klink>
  8.     </index>
  9.     <content>
  10.         <extend>
  11.             <tease>Why?</tease>
  12.             <reveal>
  13.                 <p>You might want to specify that your child owns an account so the Lifetime Planner will use the money for the child's college education.</p>
  14.             </reveal>
  15.         </extend>
  16.         <ol>
  17.             <li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
  18.             <li>In the left pane, click <emph>Savings & Investments</emph>, and then click <emph>Accounts</emph>.</li>
  19.             <li>Click the account, and then click <emph>Edit</emph>.</li>
  20.             <li>Click <emph>Account Owner</emph>, and then follow the instructions on the screen.</li>
  21.         </ol>
  22.     </content>
  23.     <footer>
  24.         <extend>
  25.             <tease>How do I move an investment account to a different account group?</tease>
  26.             <reveal>
  27.                 <p>If you change the owner, Money automatically moves the account to the correct group. You can also move an investment account to the retirement group. <alink type="prcdr" href="moveanaccountintotheretirementaccountsgroup.xml"/></p>
  28.             </reveal>
  29.         </extend>
  30.         <p><klink type="auvid" href="mnrefSpecialAvi09"/></p>
  31.         <include href="LearnaboutthePlannersSavingsInvestmentsAccountsplace.xml#xpointer(*/index/klink)"/>
  32.     </footer>
  33. </topic>
  34.