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What if I can't select Buy as an action in my investment account?

You are trying to add securities to a single mutual fund account, which can contain only a single security. You can change the account to a brokerage (regular) investment account, which can contain more than one security.

To change a single mutual fund account into a brokerage investment account:

  1. Choose Tools menu > Account List.
  2. Click the Edit button next to the investment account you'd like to change.
  3. In the field next to Single mutual fund account, change Yes to No.

Caution

You can change a single mutual fund account into a brokerage account, but once you change it, you can't change it back if it contains more than one security or a cash balance.

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