Am I able to change and account class from Detailed to Primary so I can open sub accounts?
Hi Karen, unfortunately that is not easily possible. You could however add a new primary account and then add new sub-accounts to it, and then change the old detailed account to a sub-account to add it to the new list. I hope that makes sense. If you have any questions feel free to give me a call at 1-800-667-7893 and I can walk you through it.