I wish to put my present security list w/o values into an email. How do I do that.

firecop8

Just the symbols, no $ value.

Jim_Harman

Go to Investing > Portfolio
Next to Group by, select Security
Click Customize and select the columns you want to include. You must include the security names, but you can also include the symbols.
On the Accounts and Securities tabs, select the ones you want to include (probably all)
Click OK to exit customization
Hit Ctrl-P or go to File > Print Portfolio
Select Quicken PDF as the printer and specify the file name to save.

Attach the PDF file to your email.

firecop8

THANK YOU. That did it.