How do I edit my outside retirement accounts?

To make changes to your outside retirement accounts, go to the "Account Summary" tab in your Retirement goal. Under "Outside Accounts," click the plus sign next to the account type, then the edit pencil next to the account you want to update.


Here, you'll be able to change the balance, edit the name of the account, or delete it! You can also add a new external account by clicking "Add Outside Account" on the Account Summary tab.


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