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Combine Accounts Wizard Step 4

This is Step 4 of the Wizard. On the Investment Sidebar Menu, Click on  Utilities | Account | Combine Accounts. 

Overview

This final screen is a confirmation screen and a warning about combining accounts with the same security in both accounts.

Type the word "combine" into the space as shown to confirm that you really want to combine the accounts.  Then click the Finish Button.

See Also

Combine Accounts Overview

Combining Accounts - Asset Combining

Producers And Surviving Account

Managers And Surviving Account