Changing an account number is easy.  Just follow these steps:

1.Go to the View Investment Screen for the investment you want to change.

2.Click on the upper left or right area of the screen to Modify the investment.

3.Click on the Account Number Field and a drop down list will show for this client's accounts.

4.Choose the account or click on the Add Button at the bottom to add a new account.

5.When the correct new account number shows on the Modify Investment Information Screen, click OK.

The account number is changed.