How to Edit Names of Accounts that Don't Seem to Accept Edit

Question

I was able to edit most of my account names by clicking the name in the Dashboard and then clicking the account's name to edit., However, in the Investments section, clicking on Invest or Rollover IRA doesn't allow me to edit their names. For example, "Invest" is an Acorns account.

Coach Jon · Accepted Answer

Hello @JimEoff,

Thanks for reaching out! You should be able to edit your account names by navigating to Settings > Accounts. Then select the 3-dot menu to the right of the account you want to edit and select Edit Account. You should be able to change the name from there.

I hope this helps!

-Coach Jon