Primer for setting up new brokerage accounts

Katherine Jones · June 2019

I am using Quicken Premier 2017 for Windows.

I want to manually create a new Brokerage account I have with TD Ameritrade. Within this account at TD, there will be a portion labeled as a 'cash' account, from which I will be buying stocks (i.e., Intuit or Cisco). My stocks will generate periodic dividends, which get placed into the 'cash' account, and I will sell stocks, resulting in the proceeds being placed into the 'cash' account.

I'm looking for one-stop-shopping step by step on how to set up the account/securities/brokerage and similar instructions for the various activities (buying, selling, dividends). Does such an article or series of articles exist?

NotACPA · June 2019

"Does such an article or series of articles exist? "

YES. Look in Quicken Help (F1).

You'll need to create the account, then create (in Q) each of the securities, and then execute a transaction in Q to reflect those securities.

The best way, in Q, to reflect the Cash is to simply leave it in the brokerage account as Cash. There's no need, thusly, for a "cash account". It's just a brokerage account with multiple securities and cash being held in it.

NotACPA · June 2019

"Does such an article or series of articles exist? "

YES. Look in Quicken Help (F1).

You'll need to create the account, then create (in Q) each of the securities, and then execute a transaction in Q to reflect those securities.

The best way, in Q, to reflect the Cash is to simply leave it in the brokerage account as Cash. There's no need, thusly, for a "cash account". It's just a brokerage account with multiple securities and cash being held in it.

Primer for setting up new brokerage accounts

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