How do I edit a Rule's settings?
Once a Rule has been set up, you can easily edit its settings from the 'Rules on this account' screen
- Navigate to the Account that the rule you want to edit is on
- Select 'Account options' and choose 'Rules on this account'
- Select the Rule you want to edit from the list
- The Rule's settings screen opens – make any changes you wish and select 'Save changes'
- The updated Rule summary can be viewed in the 'Rules on this account' screen
See also
How do I set up a Split Rule? →
How do I set up a Conditional Split Rule? →
How do I set up a Sweep Rule? →
How do I set up a Funding Rule? →
How do I delete a Rule? →
Updated 5 months ago