It is possible to change an account type to a similar account type. For example, you can change a checking account to a savings account or a credit card account to a line of credit. However, it is not possible to change one account type to a different account type. Therefore, it is not possible to change a cash account to a loan, for example.
To change the account type, please follow the steps below:
- Click on the Settings tab.
- Click on the specific account you want to change.
- Click the "Type" dropdown menu to select the correct account.
If the option you need is not available under the dropdown menu, please contact us so we can further research the reason for the incorrect account type.