Investing - Managed Accounts

Hello, I have several Managed Accounts, (for example a 529 college fund) where I don't list the individual stocks; I only track the monthly balance, adds and subtracts. I just set up another managed account and it does not look like the others. All I need to see is the register to adjust balances, add/remove cash, etc. Right now, the new account has 4 blocks populated; "Total Value", "Portfolio by Security", "Top Movers" and "Value over Time". I don't need these; just a register. Any help would be appreciated. Thank you


  • El Hud
    El Hud Member ✭✭
    Sorry team...I found my own answer. I selected "Simple Investing" over "Complete Investing" while setting up account. All good and Happy New Year to All!
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