Unable to create an offline broker account

Woody800
Woody800 Member ✭✭
edited February 2024 in Investing (Windows)

I go to Accounts; click on add account; login to Quicken; identify offline account (not mutual fund); click next taking me to the mutual fund screen; lower right corner are two options BACK or NEXT; click NEXT and a small square pop-up partially appears, not fully visible seemly unable to complete opening. At this point unable to proceed.

Anyone have a work-a-round or fix.

Woody800

Comments

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Where are you starting with this?

    In the current QWin desktop software, I go to Tools > Add Account and click on the Offline Account tab at the bottom. This leads to the Add offline account window.

    I pick Brokerage and then Complete and Next.

    This leads to Account name and so on.

    Do you see something different?

    QWin Premier subscription
  • Woody800
    Woody800 Member ✭✭

    Thanks Jim. I'll give it a try.

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