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

  1. Navigate to the Account that the rule you want to edit is on
  2. Select 'Account options' and choose 'Rules on this account'
  3. Select the Rule you want to edit from the list
  4. The Rule's settings screen opens – make any changes you wish and select 'Save changes'
  5. 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? →