How do I add a holding to my brokerage account? (Q Mac)

Stefan Member ✭✭
edited May 2023 in Investing (Mac)

I added a brokerage account using the Quicken E*TRADE wizard (where I told Quicken my E*TRADE username and pasword to connect). However, the dashboard shows no holdings. In reality, there's one holding. How do I add it? The screen says to add my investment data "to get rid of this ball of yarn."

I assumed that having Quicken log in to E*TRADE would show my holdings automatically. Please tell me how I should do it properly.

I want to track the value of my holdings in my company's ESPP without having to log in to E*TRADE to find that out. Thank you.

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