How do I manually set up an Investment account and add transactions?
pgaz8888
Member ✭
I have successfully added most of my financial institutions, but Robinhood and Webull do not seem to be supported at this time. How can I set them up manually as brokerage accounts so that I can manually input their data until such time as they are supported on quicken?
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Answers
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Rather than selecting or searching for the financial institution click on "offline account" at the bottom. It's pretty self explanatory from there.
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First you go to your investment account.
Click "Ctrl+Shift+N"
Select "Security List"
At the bottom left, select "Add Security"
Follow instructions or you can select "click here" if you prefer to enter manually
I think this is what you're looking for.0
