security selection dropdown locked

Dennis@ Member ✭✭✭

January 2021 edited May 2021 in Investing (Windows)

I need to add a security to a brokerage account. transaction entry windows open with only one choice of security. why is it locked? never seen this before.

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Answers

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  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  January 2021

  Sounds like you have the account set up as a Single Mutual Fund account.  Change that via Edit Account Details.

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  NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

  January 2021

  A "Single Mutual Fund" account can only hold the 1, original, security EVER.  If you sell all of that original fund to buy another, you must create a separate account to hold the new security.

  Which is why, unless your Fund Company requires such, the use of SMF accounts is generally discouraged here.
  

  Q user since February, 1990. DOS Version 4
  Now running Quicken Windows Subscription, Business & Personal
  Retired "Certified Information Systems Auditor" & Bank Audit VP

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