Investment Account

Richard Laager rlaager at
Mon Dec 19 01:19:51 EST 2022

On 12/19/22 00:15, Gary Kramlich wrote:
> On Sun, Dec 18, 2022 at 8:36 PM Richard Laager <rlaager at> wrote:
>> On 12/9/22 23:59, Richard Laager wrote:
>> I'm pleased to report that the Fidelity investment account is open at last.
>> I'm less pleased to report they don't seem to have linked the bank account
>> I'm pleased to report the bank account is linked. From my perspective, that completes this project.
> Thanks for getting this all wrapped up!
> This fell off my radar a bit but I just got everything setup. It looks
> like the account is named "corporation" though we might want to change
> that?

The name of the account is a per-user setting, so you can rename it 
whatever you want:

1. On the left bar, click the three dots.
2. Click Customize account list.
3. Check the box for that account.
4. Click the Rename button at the top.
5. Type a new name.
6. Click Save.


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