How do I manually set up an Investment account and add transactions?

Quicken Windows Subscription Member
in Investing (Windows)
I have successfully added most of my financial institutions, but Robinhood and Webull do not seem to be supported at this time. How can I set them up manually as brokerage accounts so that I can manually input their data until such time as they are supported on quicken?

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Rather than selecting or searching for the financial institution click on "offline account" at the bottom.  It's pretty self explanatory from there.


    Quicken Windows user since 1993.

  • Quicken Canada Subscription Member ✭✭✭✭
    First you go to your investment account.
    Click "Ctrl+Shift+N"
    Select "Security List"
    At the bottom left, select "Add Security"
    Follow instructions or you can select "click here" if you prefer to enter manually

    I think this is what you're looking for.

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Welcome!

It looks like you're new here. Sign in or register to get started.
Sign In
Register

Quick Links

Categories