You can change a brokerage account into a single mutual fund account only if the brokerage account contains a single security and no cash balance. To change a brokerage account into a single mutual fund account:
- Choose Tools menu > Account List.
- Click the Edit button next to the brokerage account you want to change.
- In the field next to Single mutual fund account, change No to Yes.
For brokerage accounts, the Single mutual fund account control appears in the dialog only if the account contains a single security and no cash balance.