Change a single mutual fund account to hold multiple securities

If you need to hold more than one security in a single mutual fund account, you can convert it to a regular investment account (also called a brokerage account). This allows you to track multiple securities and a cash balance in the same account.

Use cases

• You originally created a single mutual fund account but now want to hold a mix of ETFs, stocks, and funds in the same place.

• Your brokerage converted your account type to support multiple holdings, and you want Quicken to reflect that change.

Before you begin

This change becomes permanent as soon as you add another security or enter a cash balance. Once either of these actions occurs:

• You can’t switch the account back to single mutual fund status.

• The account will remain a brokerage account going forward.

Be sure you're ready before making this change.

To convert a single mutual fund account

1. Choose Tools > Account List.

2. Click Edit next to the account you want to change.

3. In the Account Details window, clear the Single mutual fund option by changing it from Yes to No.

4. Click OK to save your changes.

After the change, you’ll be able to add additional securities and track a cash balance in the account.