Every field on a storage location can be edited later from Settings → Storage. Edits never move or reassign items — the location is a single record, and changing a field updates that same record everywhere it appears in the app.
If you need to actually relocate items between locations, that's a separate action — see [Moving items between locations].
Opening the edit form
In the left nav, open Settings → Storage. Each location in the Storage Locations list has a pencil icon on its right side. Click it. The same modal you used to create the location reopens, pre-filled with the current values. Hit Save to commit the change, or Cancel to drop it.
What you can change
All five inputs are editable: Type, Name, Institution, Reference, Notes. Changes propagate immediately:
Holdings page: The Location column and the type filter pick up the new values on the next render.
Move to Location modal: The location's name and institution show in their new form.
Custody Statement: The location header and CSV export use the updated values.
Dashboard widgets: Custody Breakdown and Holdings by Location reflect the new type and name.
There's no versioned history of past names — the latest values are what everything sees, retroactively.
Changing the Type is consequential
Editing Type is the one change with a downstream effect on actual numbers.
Switching a location to IRA Account retroactively excludes every item currently assigned to it from your Tax Report's taxable totals. Those items move into IRA Activity instead.
This is correct behavior if the items were always in an IRA and you'd assigned them to a mistyped location. If you're toggling type for any other reason, double-check what you're about to exclude.
Switching a location away from IRA Account does the reverse: items move back into your taxable totals. Same caution.
The other type changes — Depository to Safe Deposit Box, say — are purely organizational. They update labels and icons; they don't affect tax math.
If only some of the items currently in a location should have a different type, don't edit the type of the existing location. Create a new location with the right type and move those items into it. See [Moving items between locations].
The CSV key doesn't change
A location's CSV key is generated when the location is created and stays stable through edits. You can rename a location from "KITCO" to "Kingdom Trust IRA" and any bulk-import CSV that references the old key will keep working without changes.
What editing doesn't do
A few things people sometimes expect editing to do that it doesn't:
Reassign items: Items stay assigned to this same location record regardless of edits. Renaming a location doesn't move anything in or out.
Touch transactions: Storage edits don't change purchase dates, prices, or any other transaction data.
Affect the CSV key: The key is stable through edits — existing bulk-import CSVs keep working.
Where to go next
[Moving items between locations]: When you actually need to relocate items, not just relabel the container.
[Deleting a storage location]: What happens to items in a location when you delete it.
[The five storage location types]: Reference for choosing the right type, especially if you're considering a type change.