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

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pgaz8888
pgaz8888 Quicken Windows Subscription Member
in Investing (Windows)
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?

Answers

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


    Quicken Windows user since 1993.

  • Valderi
    Valderi Quicken Canada Subscription 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.

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