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Quicken Classic for Windows
Investing (Windows)
security selection dropdown locked
Dennis@
I need to add a security to a brokerage account. transaction entry windows open with only one choice of security. why is it locked? never seen this before.
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q_lurker
Sounds like you have the account set up as a Single Mutual Fund account. Change that via Edit Account Details.
NotACPA
A "Single Mutual Fund" account can only hold the 1, original, security EVER. If you sell all of that original fund to buy another, you must create a separate account to hold the new security.
Which is why, unless your Fund Company requires such, the use of SMF accounts is generally discouraged here.
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