Brokerage account not listed as new account option

Unknown

Hello Folks, I must be doing something dumb, using Quicken R16.14 on a PC, when I click the + sign to add a new account, it does not list brokerage, only checking, savings, cash or credit. What am I doing wrong? Thanks for the advice!

Jim_Harman

Are you using the Starter Edition? That does not support investing accounts.

Unknown

Thanks Jim, well, that's it. I just purchased Deluxe, will my program update automatically?

Quicken_Tyka

Hey Ken,

I can help you with that!

You will need to go to Edit > Preferences > Quicken ID, Mobile & Alerts.

Look for 'Sign in as a Different User' you will then sign out and sign back in and this will change the tier of the program to Deluxe.

Hope this helps!

-Quicken Tyka

Unknown

Thank you Tyka, worked perfectly.