How do I enter mutual fund BMO U.S. Equity Plus Fund Series F

stonemanjm@
stonemanjm@ Quicken Windows 2017 Member
edited September 6 in Investing (Windows)

It is a CDN fund traded on TSE

John

Answers

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

    Is this fund sold in Canadian Dollars (CAD)? If you are running US Quicken, you will need to enable Multicurrency support and hold it in a CAD account.

    Quicken's quote provider does not update quotes for that security in the US version of Quicken, but you can add it by going to Tools > Security list and clicking on Add Security. At the bottom of the Add Security dialog, click on Click here to add the security. Then you can buy it in the CAD account.

    You will need to update the share prices and enter the purchases, sales, and other transactions manually.

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  • stonemanjm@
    stonemanjm@ Quicken Windows 2017 Member

    Thanks

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