How can I change an account type? (Individual, Entity, Switch Account, Account Update)

Account types can be changed, if needed.  The available account types are: 

• Individual
• Institution / Entity
• Issuer

To update an account type: 

1. Select Accounts from the left menu
2. Click the checkbox on the account(s) you would like to change
3. Click Engage
4. Choose Change Account Type from the drop-down menu
5. Select the new account type
6. Click Change Account Type
   
   

   NOTE: If you are switching from an individual to an entity, it is helpful to open up the account in a new tab first.  This way, you can make the switch in one tab, and update the entity name in another tab to see it populate in the CRM.