Add special investment account types
Decide how to track a 401(k)/403(b) account
Add a 401(k)/403(b) account
Mark an account as tax deferred
Add an IRA-type account (traditional IRA, Roth IRA, Education IRA, SEP-IRA, SIMPLE, or Keogh plan)
Add a single mutual fund investment account
Add an account to track employee stock purchase plan (ESPP) shares
Add an employee stock option grant (ESOG)