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- Select the Add Account
icon on the top right of the Account Bar.
You can also add a new account by selecting Tools → Add Account from the top menu. - Enter the name of your brokerage and select.
- Follow the on-screen instructions.
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As you move through the account setup process, you may not see all the pages described below—these depend on the type of account you are adding and how much information Quicken can download from your financial institution. Click Expand a link section below for more information.
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Simple Investing tracks positions only With Simple Investing, Quicken keeps track of the positions (number of shares for each security) over time, and your cash balances. Quicken’s tracking is based on information provided by your broker. You Your portfolio value, net worth, and investment returns over time will be available, but Quicken will not be able to calculate capital gains and losses or investment income. Quicken will display an account summary rather than an investment transaction register when the account is selected. Complete Investing tracks positions and transactions With Complete Investing, Quicken keeps track of transaction detail as well as the the positions over time, based on information provided by your broker. This is the tracking approach that Quicken has always provided in the past. With Complete Investing, in addition to portfolio value, net worth, and investment returns, Quicken is able to tracks and displays capital gains, and capital losses, and investment income. Quicken will displays the investment transaction register when the account is selected. |
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