How do I create another ‘investment account’
Summary of User’s Inquiry and Solutions Provided:
- The main problem reported by the user was confusion about how to create another investment account within their existing investment accounts section.
- A solution provided was to open a new account based on their investing needs through a specific link shared by the advisor.
- The user learned that opening a new account would effectively create another line item under their investment accounts.
- If the user wanted to rename the account, they were given detailed steps on how to do so after creating it.
Here’s the full thread
How do I create another ‘investment account’
I already have a few line items within the ‘investment accounts’ section. How do I create another one?
(would be easier to share screenshot…)
Thanks for stopping by the server today, @Tave.
Luckily, it’s very straightforward to create a new investment account. Essentially, you’ll just need to open a new account based on your investing needs. Based on your description, you may be looking to open another non-retirement brokerage account. To open a new account, simply visit the link I’ve included below to get started.
Open an Account: https://www.fidelity.com/open-account/overview
If you have further questions regarding this account, feel free to let us know!
oh okay
I didnt know ‘opening a new account’ is actually openeing another line item under my ‘investment accounts’
You’ve got it, @Tave! Generally, non-retirement brokerage accounts will appear under that “Investment Accounts” category.
okay thanks
while i’m following the steps there, will I also be able to select the account name?
If for some reason it does not allow you to give a name to the account on that screen, you can always follow the steps below:
1. Select “Accounts & Trade, then “Portfolio” from the drop-down
2. All accounts will display on the left, select the three dots at the top of the column, followed by “Customize Account List”
3. Check the box next to any accounts you want to rename & then you will see the option to “Rename” on the top
thank you, it worked!
Glad we could help!