how to enter Computershare data as an account.

RAChapman
RAChapman Quicken Mac Other Member ✭✭
edited May 2022 in Investing (Mac)
I have some stocks inComputershare which is not on any bank list. How can I setup an account to handle this account?

Best Answer

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2020 Answer ✓
    You'll set it up by creating a manual brokerage Account in Quicken, one not tied to any financial institution.  You'll need to make manual entries for all the transactions.  Depending on how accurate and compete you want to be you can either reproduce all the transactions that have taken place within Computershare, or simply do "Added" transactions to establish your security balances as of "now" and then work forward from there.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 2020 Answer ✓
    You'll set it up by creating a manual brokerage Account in Quicken, one not tied to any financial institution.  You'll need to make manual entries for all the transactions.  Depending on how accurate and compete you want to be you can either reproduce all the transactions that have taken place within Computershare, or simply do "Added" transactions to establish your security balances as of "now" and then work forward from there.
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