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  1. Choose Tools menu > Account List
  2. Click the Edit button next to the brokerage account that you want to convert.
  3. If necessary, in the Account Details dialog change Tax Deferred Status to Yes, and Show cash in a checking account to No.
  4. Click the Convert to a 401(k) or IRA button.
    Note: This button displays in the Account Details dialog only for brokerage accounts with the settings described in step 3, above.