You're doing it wrong.
If it's an investment account, you need to select the appropriate account type: Brokerage, IRA, 401(k), etc.
If the brokerage is not US or Canadian or you wish to enter transactions manually without downloading information from the brokerage: During the Add Account process, when you are prompted to enter the name of the brokerage choose "Advanced Setup" at the bottom of the window instead and follow the remainder of the setup process.This will give you an investment account register where you can enter all your security transactions.
Are you new to Quicken for Windows?
Welcome.Please read this for more information, some videos and a list of resources tohelp familiarize yourself with Quicken: https://www.quicken.com/quicken-tipshttps://www.quicken.com/complete-guide-getting-started-quicken-2017-windows
Help! (Quicken for Windows)
If you're unsure onhow to do something, you can find more information about a specific task,function, feature or report in Quicken Help.To access Quicken Help simply press the F1 key from anywhere in Quicken (orclick Help in the Menu bar, then click Quicken Help). Use the Contents tab to see the available books in Quicken Help. Click on oneof the books to open it. Click on a chapter to drill down to moredetails.Or use the Search tab to search using keywords, e.g., "buysecurity".Some Quicken view screens may have a blue (or yellow) button with a questionmark. Click it to get view - specific help.
