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How do I manually set up an Investment account and add transactions?

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?


  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Rather than selecting or searching for the financial institution click on "offline account" at the bottom.  It's pretty self explanatory from there.

  • Valderi
    Valderi Member ✭✭✭✭
    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.